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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 | $101,276 | $92,798+9.1% | $96,707+4.7% | $137,256-26.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 4.73% | 31.24%-26.5pp | 34.78%-30.0pp | 220.34%-215.6pp |
| Employer contribution / active EE | $7,953 | $4,147+91.8% | $4,191+89.8% | $4,156+91.4% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $5,997-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,105 | $7,946-60.9% | $7,503-58.6% | $12,270-74.7% |