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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 | $91,893 | $110,379-16.7% | $102,412-10.3% | $145,884-37.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 2.47% | 24.84%-22.4pp | 24.94%-22.5pp | 551.85%-549.4pp |
| Employer contribution / active EE | $14,089 | $4,216+234.2% | $3,870+264.1% | $4,662+202.2% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $15,140 | $9,745+55.4% | $8,388+80.5% | $13,392+13.1% |