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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 | $73,002 | $110,212-33.8% | $96,534-24.4% | $139,466-47.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 1.53% | 26.42%-24.9pp | 25.88%-24.4pp | 373.66%-372.1pp |
| Employer contribution / active EE | $14,486 | $3,620+300.2% | $2,965+388.5% | $4,754+204.7% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,712-100.0% |
| Admin fee / account holder | $6,115 | $11,599-47.3% | $8,253-25.9% | $11,409-46.4% |