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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 | $148,109 | $197,625-25.1% | $177,840-16.7% | $158,966-6.8% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 4.31% | 58.76%-54.5pp | 48.32%-44.0pp | 302.95%-298.6pp |
| Employer contribution / active EE | $2,073 | $6,698-69.1% | $5,919-65.0% | $4,762-56.5% |
| Participant deferral / active EE | $2,743 | $8,405-67.4% | $7,714-64.4% | $5,983-54.1% |
| Admin fee / account holder | $3,591 | $15,405-76.7% | $12,431-71.1% | $11,250-68.1% |