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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 | $49,177 | $226,105-78.3% | $182,540-73.1% | $152,897-67.8% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.0%+12.9pp | 82.5%+8.5pp |
| Annual return | 5.81% | 192.58%-186.8pp | 148.58%-142.8pp | 345.43%-339.6pp |
| Employer contribution / active EE | $1,591 | $4,978-68.0% | $4,076-61.0% | $4,764-66.6% |
| Participant deferral / active EE | $1,118 | $6,370-82.4% | $5,525-79.8% | $5,851-80.9% |
| Admin fee / account holder | $1,398 | $10,706-86.9% | $8,593-83.7% | $11,599-88.0% |