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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 | $80,215 | $87,166-8.0% | $76,735+4.5% | $137,256-41.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 7.33% | 26.50%-19.2pp | 29.77%-22.4pp | 220.34%-213.0pp |
| Employer contribution / active EE | $24,048 | $2,904+728.0% | $2,454+879.8% | $4,156+478.6% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $667 | $8,403-92.1% | $7,189-90.7% | $12,270-94.6% |