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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 | $209,429 | $106,280+97.1% | $96,538+116.9% | $139,487+50.1% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.6pp |
| Annual return | 8.38% | 38.48%-30.1pp | 35.74%-27.4pp | 373.84%-365.5pp |
| Employer contribution / active EE | $21,327 | $4,107+419.3% | $3,740+470.2% | $4,755+348.5% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,528 | $7,888-80.6% | $6,737-77.3% | $11,407-86.6% |