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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,850 | $78,707-1.1% | $117,861-33.9% | $70,126+11.0% |
| Participation rate | 97.4% | 73.2%+24.2pp | 79.7%+17.7pp | 69.5%+27.8pp |
| Annual return | 11.72% | 23.30%-11.6pp | 335.11%-323.4pp | 73.15%-61.4pp |
| Employer contribution / active EE | $9,540 | $2,223+329.1% | $3,786+152.0% | $2,343+307.3% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,983 | $5,066-41.1% | $8,021-62.8% | $4,645-35.8% |