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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 | $48,898 | $110,410-55.7% | $102,437-52.3% | $145,897-66.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.05% | 24.85%-19.8pp | 24.95%-19.9pp | 552.29%-547.2pp |
| Employer contribution / active EE | $7,543 | $4,217+78.9% | $3,871+94.9% | $4,663+61.8% |
| Participant deferral / active EE | $346 | $5,622-93.9% | $5,060-93.2% | $6,689-94.8% |
| Admin fee / account holder | $1,062 | $9,745-89.1% | $8,388-87.3% | $13,390-92.1% |