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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 | $117,846+27.3% | $102,434+46.5% | $145,884+2.9% |
| Participation rate | 93.8% | 78.6%+15.1pp | 76.5%+17.2pp | 80.3%+13.4pp |
| Annual return | 5.06% | 31.90%-26.8pp | 29.46%-24.4pp | 551.85%-546.8pp |
| Employer contribution / active EE | $5,601 | $3,615+55.0% | $3,023+85.3% | $4,662+20.1% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,899 | $13,356-78.3% | $9,462-69.4% | $13,392-78.4% |