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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 | $68,999 | $106,280-35.1% | $96,538-28.5% | $139,487-50.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 6.24% | 38.48%-32.2pp | 35.74%-29.5pp | 373.84%-367.6pp |
| Employer contribution / active EE | $4,375 | $4,107+6.5% | $3,740+17.0% | $4,755-8.0% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,101 | $7,888-86.0% | $6,737-83.7% | $11,407-90.3% |