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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 | $210,991-56.8% | $153,741-40.7% | $145,897-37.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 6.13% | 13.46%-7.3pp | 15.71%-9.6pp | 552.29%-546.2pp |
| Employer contribution / active EE | $0 | $6,057-100.0% | $5,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,629 | $7,979-79.6% | $6,757-75.9% | $6,689-75.7% |
| Admin fee / account holder | $8,344 | $19,490-57.2% | $12,749-34.6% | $13,390-37.7% |