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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 | $79,111 | $65,034+21.6% | $90,970-13.0% | $79,856-0.9% |
| Participation rate | 97.8% | 61.6%+36.2pp | 69.0%+28.8pp | 69.6%+28.2pp |
| Annual return | 5.16% | 30.45%-25.3pp | 134.60%-129.4pp | 31.71%-26.6pp |
| Employer contribution / active EE | $7,609 | $1,247+509.9% | $2,122+258.6% | $2,471+207.9% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,796 | $4,536-16.3% | $5,961-36.3% | $5,306-28.5% |