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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 | $106,556 | $171,272-37.8% | $127,803-16.6% | $152,897-30.3% |
| Participation rate | 82.4% | 83.5%-1.1pp | 79.0%+3.3pp | 82.5%-0.1pp |
| Annual return | 5.23% | 23.54%-18.3pp | 26.14%-20.9pp | 345.43%-340.2pp |
| Employer contribution / active EE | $5,882 | $5,451+7.9% | $4,576+28.6% | $4,764+23.5% |
| Participant deferral / active EE | $0 | $7,043-100.0% | $6,023-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,583 | $14,540-89.1% | $9,399-83.2% | $11,599-86.4% |