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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 | $48,407 | $126,661-61.8% | $113,397-57.3% | $138,895-65.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 1.35% | 25.05%-23.7pp | 23.20%-21.9pp | 145.39%-144.0pp |
| Employer contribution / active EE | $4,167 | $3,456+20.6% | $2,977+40.0% | $4,194-0.7% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $843 | $14,549-94.2% | $11,957-92.9% | $12,562-93.3% |