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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 | $132,248 | $127,298+3.9% | $109,916+20.3% | $167,553-21.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 2.35% | 22.97%-20.6pp | 29.46%-27.1pp | 478.89%-476.5pp |
| Employer contribution / active EE | $10,000 | $3,325+200.8% | $2,844+251.6% | $4,840+106.6% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,343-100.0% |
| Admin fee / account holder | $7,596 | $7,119+6.7% | $6,069+25.2% | $12,316-38.3% |