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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 | $162,167 | $176,794-8.3% | $146,647+10.6% | $167,553-3.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | -2.09% | 24.04%-26.1pp | 22.75%-24.8pp | 478.89%-481.0pp |
| Employer contribution / active EE | $12,500 | $5,161+142.2% | $4,137+202.2% | $4,840+158.3% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $13,816 | $13,262+4.2% | $10,281+34.4% | $12,316+12.2% |