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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 | $93,974 | $105,856-11.2% | $90,161+4.2% | $147,586-36.3% |
| Participation rate | 92.3% | 79.7%+12.6pp | 76.9%+15.4pp | 82.8%+9.5pp |
| Annual return | 9.38% | 37.63%-28.3pp | 34.89%-25.5pp | 578.59%-569.2pp |
| Employer contribution / active EE | $8,253 | $4,126+100.0% | $3,318+148.7% | $4,876+69.3% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,701 | $8,046-41.6% | $5,943-20.9% | $10,886-56.8% |