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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 | $174,891 | $116,462+50.2% | $477,111-63.3% | $116,462+50.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 88.9%+11.1pp | 74.7%+25.3pp |
| Annual return | 5.65% | 15.65%-10.0pp | 101.90%-96.2pp | 15.65%-10.0pp |
| Employer contribution / active EE | $11,429 | $3,231+253.7% | $8,708+31.2% | $3,231+253.7% |
| Participant deferral / active EE | $0 | $3,836-100.0% | $7,539-100.0% | $3,836-100.0% |
| Admin fee / account holder | $13,322 | $12,754+4.5% | $42,132-68.4% | $12,754+4.5% |