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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 | $73,793 | $70,532+4.6% | $68,948+7.0% | $137,256-46.2% |
| Participation rate | 100.0% | 81.0%+19.0pp | 79.2%+20.8pp | 80.0%+20.0pp |
| Annual return | 0.02% | 32.56%-32.5pp | 28.39%-28.4pp | 220.34%-220.3pp |
| Employer contribution / active EE | $8,229 | $4,355+89.0% | $4,165+97.6% | $4,156+98.0% |
| Participant deferral / active EE | $0 | $6,773-100.0% | $6,186-100.0% | $6,407-100.0% |
| Admin fee / account holder | $10,750 | $7,916+35.8% | $7,539+42.6% | $12,270-12.4% |