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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 | $140,329 | $176,831-20.6% | $146,674-4.3% | $167,497-16.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 6.79% | 24.04%-17.2pp | 22.75%-16.0pp | 478.62%-471.8pp |
| Employer contribution / active EE | $9,834 | $5,161+90.5% | $4,137+137.7% | $4,838+103.3% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,341-100.0% |
| Admin fee / account holder | $1,977 | $13,261-85.1% | $10,280-80.8% | $12,310-83.9% |