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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 | $86,354 | $185,883-53.5% | $170,043-49.2% | $139,466-38.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.22% | 60.54%-50.3pp | 53.40%-43.2pp | 373.66%-363.4pp |
| Employer contribution / active EE | $1,496 | $7,596-80.3% | $6,790-78.0% | $4,754-68.5% |
| Participant deferral / active EE | $1,456 | $11,626-87.5% | $10,410-86.0% | $6,712-78.3% |
| Admin fee / account holder | $767 | $15,393-95.0% | $12,824-94.0% | $11,409-93.3% |