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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 | $87,042 | $80,983+7.5% | $96,544-9.8% | $75,177+15.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 1.68% | 27.05%-25.4pp | 25.88%-24.2pp | 160.75%-159.1pp |
| Employer contribution / active EE | $9,375 | $2,282+310.7% | $2,966+216.0% | $2,671+251.0% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,837 | $6,717-72.6% | $8,254-77.7% | $5,651-67.5% |