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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 | $150,052 | $117,904+27.3% | $102,457+46.5% | $145,978+2.8% |
| Participation rate | 93.8% | 78.6%+15.1pp | 76.5%+17.3pp | 80.3%+13.5pp |
| Annual return | 5.06% | 31.80%-26.7pp | 29.41%-24.3pp | 550.52%-545.5pp |
| Employer contribution / active EE | $5,601 | $3,613+55.0% | $3,022+85.3% | $4,662+20.2% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,054-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,899 | $13,329-78.3% | $9,451-69.3% | $13,400-78.4% |