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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 | $91,229 | $210,510-56.7% | $153,500-40.6% | $145,877-37.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 6.13% | 13.45%-7.3pp | 15.70%-9.6pp | 551.28%-545.2pp |
| Employer contribution / active EE | $0 | $6,052-100.0% | $5,039-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,629 | $7,974-79.6% | $6,756-75.9% | $6,691-75.7% |
| Admin fee / account holder | $8,344 | $19,455-57.1% | $12,736-34.5% | $13,402-37.7% |