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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 | $45,220 | $202,460-77.7% | $169,385-73.3% | $139,456-67.6% |
| Participation rate | 87.5% | 81.1%+6.4pp | 77.2%+10.3pp | 80.3%+7.2pp |
| Annual return | 7.40% | 532.07%-524.7pp | 405.82%-398.4pp | 373.45%-366.0pp |
| Employer contribution / active EE | $1,205 | $4,691-74.3% | $4,012-70.0% | $4,753-74.7% |
| Participant deferral / active EE | $381 | $6,938-94.5% | $6,221-93.9% | $6,711-94.3% |
| Admin fee / account holder | $920 | $10,719-91.4% | $9,011-89.8% | $11,407-91.9% |