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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 | $86,986 | $115,225-24.5% | $100,712-13.6% | $138,895-37.4% |
| Participation rate | 81.8% | 74.3%+7.5pp | 69.3%+12.5pp | 79.9%+1.9pp |
| Annual return | 8.30% | 40.35%-32.1pp | 33.27%-25.0pp | 145.39%-137.1pp |
| Employer contribution / active EE | $9,091 | $2,771+228.1% | $2,313+293.1% | $4,194+116.7% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $28,317 | $10,844+161.1% | $9,256+205.9% | $12,562+125.4% |