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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 | $107,733-25.5% | $92,985-13.7% | $154,746-48.2% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 7.33% | 30.39%-23.1pp | 27.99%-20.7pp | 172.34%-165.0pp |
| Employer contribution / active EE | $24,048 | $3,126+669.2% | $2,662+803.3% | $4,379+449.1% |
| Participant deferral / active EE | $0 | $5,053-100.0% | $4,377-100.0% | $6,730-100.0% |
| Admin fee / account holder | $667 | $11,369-94.1% | $9,463-92.9% | $14,365-95.4% |