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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 | $162,671 | $115,810+40.5% | $101,271+60.6% | $158,966+2.3% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 6.16% | 56.15%-50.0pp | 46.48%-40.3pp | 302.95%-296.8pp |
| Employer contribution / active EE | $999 | $4,175-76.1% | $3,660-72.7% | $4,762-79.0% |
| Participant deferral / active EE | $1,115 | $4,958-77.5% | $4,371-74.5% | $5,983-81.4% |
| Admin fee / account holder | $4,565 | $7,248-37.0% | $5,948-23.2% | $11,250-59.4% |