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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 | $181,062-78.2% | $158,223-75.0% | $155,188-74.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 6.75% | 57.39%-50.6pp | 52.09%-45.3pp | 148.84%-142.1pp |
| Employer contribution / active EE | $5,275 | $4,565+15.6% | $4,109+28.4% | $4,248+24.2% |
| Participant deferral / active EE | $633 | $6,134-89.7% | $5,467-88.4% | $6,531-90.3% |
| Admin fee / account holder | $442 | $18,825-97.7% | $16,047-97.2% | $14,480-96.9% |