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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 | $45,882 | $174,379-73.7% | $152,093-69.8% | $138,895-67.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 9.97% | 74.86%-64.9pp | 66.36%-56.4pp | 145.39%-135.4pp |
| Employer contribution / active EE | $2,066 | $4,652-55.6% | $4,175-50.5% | $4,194-50.7% |
| Participant deferral / active EE | $951 | $6,159-84.6% | $5,451-82.6% | $6,396-85.1% |
| Admin fee / account holder | $1,919 | $16,880-88.6% | $14,497-86.8% | $12,562-84.7% |