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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 | $117,562 | $98,240+19.7% | $82,312+42.8% | $147,586-20.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 0.79% | 30.85%-30.1pp | 25.88%-25.1pp | 578.59%-577.8pp |
| Employer contribution / active EE | $9,074 | $3,192+184.3% | $2,428+273.7% | $4,876+86.1% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $34,621 | $8,563+304.3% | $5,608+517.4% | $10,886+218.0% |