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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 | $39,507 | $174,379-77.3% | $152,093-74.0% | $138,895-71.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 6.75% | 74.86%-68.1pp | 66.36%-59.6pp | 145.39%-138.6pp |
| Employer contribution / active EE | $5,275 | $4,652+13.4% | $4,175+26.3% | $4,194+25.8% |
| Participant deferral / active EE | $633 | $6,159-89.7% | $5,451-88.4% | $6,396-90.1% |
| Admin fee / account holder | $442 | $16,880-97.4% | $14,497-97.0% | $12,562-96.5% |