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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 | $101,452 | $124,314-18.4% | $109,163-7.1% | $167,518-39.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 7.89% | 26.04%-18.1pp | 25.75%-17.9pp | 478.71%-470.8pp |
| Employer contribution / active EE | $6,000 | $4,209+42.6% | $3,723+61.2% | $4,838+24.0% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,381 | $7,973-70.1% | $6,754-64.7% | $12,312-80.7% |