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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 | $73,921 | $136,860-46.0% | $120,344-38.6% | $154,746-52.2% |
| Participation rate | 92.9% | 79.9%+13.0pp | 76.7%+16.1pp | 80.7%+12.2pp |
| Annual return | 4.57% | 21.38%-16.8pp | 20.30%-15.7pp | 172.34%-167.8pp |
| Employer contribution / active EE | $11,990 | $3,533+239.4% | $3,020+297.0% | $4,379+173.8% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $24,379 | $15,393+58.4% | $12,742+91.3% | $14,365+69.7% |