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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 | $19,670 | $154,228-87.2% | $145,433-86.5% | $137,256-85.7% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 11.86% | 74.59%-62.7pp | 66.58%-54.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $7,626 | $4,804+58.7% | $4,554+67.4% | $4,156+83.5% |
| Participant deferral / active EE | $1,726 | $8,216-79.0% | $7,897-78.2% | $6,407-73.1% |
| Admin fee / account holder | $11,295 | $14,344-21.3% | $13,129-14.0% | $12,270-7.9% |