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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 | $103,432 | $232,540-55.5% | $185,117-44.1% | $147,586-29.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 6.31% | 43.03%-36.7pp | 40.50%-34.2pp | 578.59%-572.3pp |
| Employer contribution / active EE | $6,579 | $5,195+26.6% | $4,182+57.3% | $4,876+34.9% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $17,262 | $10,275+68.0% | $8,159+111.6% | $10,886+58.6% |