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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 | $146,958 | $254,759-42.3% | $216,567-32.1% | $198,609-26.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | -3.43% | 10.04%-13.5pp | 12.94%-16.4pp | 202.70%-206.1pp |
| Employer contribution / active EE | $14,098 | $6,096+131.2% | $5,216+170.3% | $5,055+178.9% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $9,085 | $26,311-65.5% | $21,981-58.7% | $19,030-52.3% |