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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 | $174,541 | $70,418+147.9% | $96,570+80.7% | $85,847+103.3% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 3.00% | 18.59%-15.6pp | 37.79%-34.8pp | 318.61%-315.6pp |
| Employer contribution / active EE | $8,654 | $1,413+512.3% | $2,357+267.1% | $2,565+237.3% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,113 | $4,995-77.7% | $6,182-82.0% | $6,261-82.2% |