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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 | $92,767 | $129,737-28.5% | $119,126-22.1% | $154,746-40.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 9.43% | 379.08%-369.7pp | 282.11%-272.7pp | 172.34%-162.9pp |
| Employer contribution / active EE | $1,001 | $4,375-77.1% | $4,034-75.2% | $4,379-77.1% |
| Participant deferral / active EE | $1,648 | $5,842-71.8% | $5,318-69.0% | $6,730-75.5% |
| Admin fee / account holder | $862 | $11,961-92.8% | $10,693-91.9% | $14,365-94.0% |