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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 | $124,295 | $228,395-45.6% | $185,861-33.1% | $158,982-21.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 4.30% | 40.82%-36.5pp | 35.96%-31.7pp | 302.99%-298.7pp |
| Employer contribution / active EE | $17,505 | $4,968+252.4% | $4,088+328.2% | $4,763+267.5% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,012 | $11,869-83.0% | $9,503-78.8% | $11,252-82.1% |