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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 | $58,960 | $156,398-62.3% | $147,318-60.0% | $138,895-57.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 7.07% | 78.75%-71.7pp | 70.43%-63.4pp | 145.39%-138.3pp |
| Employer contribution / active EE | $1,850 | $4,853-61.9% | $4,593-59.7% | $4,194-55.9% |
| Participant deferral / active EE | $1,335 | $8,237-83.8% | $7,906-83.1% | $6,396-79.1% |
| Admin fee / account holder | $343 | $14,976-97.7% | $13,708-97.5% | $12,562-97.3% |