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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 | $106,236-35.1% | $96,496-28.5% | $139,427-50.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 6.24% | 38.43%-32.2pp | 35.70%-29.5pp | 373.27%-367.0pp |
| Employer contribution / active EE | $4,375 | $4,104+6.6% | $3,738+17.0% | $4,752-7.9% |
| Participant deferral / active EE | $0 | $5,455-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,101 | $7,879-86.0% | $6,731-83.6% | $11,404-90.3% |