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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 | $57,550 | $93,692-38.6% | $116,538-50.6% | $86,983-33.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 6.88% | 26.00%-19.1pp | 17.97%-11.1pp | 25.83%-18.9pp |
| Employer contribution / active EE | $6,834 | $3,831+78.4% | $4,541+50.5% | $2,584+164.4% |
| Participant deferral / active EE | $0 | $5,612-100.0% | $6,207-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,043 | $7,586-86.2% | $8,737-88.1% | $7,856-86.7% |