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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 | $83,573 | $65,367+27.9% | $92,915-10.1% | $72,976+14.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 5.01% | 42.11%-37.1pp | 109.45%-104.4pp | 81.02%-76.0pp |
| Employer contribution / active EE | $11,575 | $2,594+346.3% | $3,653+216.8% | $2,440+374.4% |
| Participant deferral / active EE | $815 | $3,128-73.9% | $4,238-80.8% | $3,608-77.4% |
| Admin fee / account holder | $10,066 | $4,251+136.8% | $5,796+73.7% | $5,124+96.5% |