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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 | $140,183 | $251,004-44.2% | $191,597-26.8% | $138,895+0.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 76.9%+23.1pp | 79.9%+20.1pp |
| Annual return | 7.41% | 31.05%-23.6pp | 27.07%-19.7pp | 145.39%-138.0pp |
| Employer contribution / active EE | $8,125 | $6,226+30.5% | $5,025+61.7% | $4,194+93.7% |
| Participant deferral / active EE | $0 | $8,154-100.0% | $6,850-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,182 | $31,471-93.1% | $22,799-90.4% | $12,562-82.6% |