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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 | $141,981 | $88,707+60.1% | $74,184+91.4% | $273,972-48.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.26% | 11.94%-11.7pp | 17.74%-17.5pp | 41.46%-41.2pp |
| Employer contribution / active EE | $10,608 | $3,159+235.8% | $2,370+347.6% | $4,869+117.9% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $28,851 | $8,717+231.0% | $5,586+416.5% | $10,133+184.7% |