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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 | $38,709 | $118,454-67.3% | $98,441-60.7% | $139,427-72.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 4.52% | 18.94%-14.4pp | 21.16%-16.6pp | 373.27%-368.8pp |
| Employer contribution / active EE | $6,287 | $3,610+74.2% | $3,048+106.2% | $4,752+32.3% |
| Participant deferral / active EE | $0 | $5,392-100.0% | $4,738-100.0% | $6,711-100.0% |
| Admin fee / account holder | $434 | $14,053-96.9% | $8,960-95.2% | $11,404-96.2% |