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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 | $87,878-34.5% | $97,411-40.9% | $82,637-30.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 80.4%+19.6pp | 68.1%+31.9pp |
| Annual return | 6.88% | 54.63%-47.7pp | 34.72%-27.8pp | 53.51%-46.6pp |
| Employer contribution / active EE | $6,834 | $3,800+79.9% | $4,210+62.3% | $2,552+167.8% |
| Participant deferral / active EE | $0 | $5,525-100.0% | $5,886-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,043 | $6,743-84.5% | $7,145-85.4% | $7,339-85.8% |