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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 | $78,770 | $201,372-60.9% | $184,260-57.3% | $145,884-46.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.60% | 29.04%-20.4pp | 28.84%-20.2pp | 551.85%-543.3pp |
| Employer contribution / active EE | $24,125 | $7,024+243.5% | $6,427+275.3% | $4,662+417.5% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,700 | $16,362-89.6% | $13,898-87.8% | $13,392-87.3% |