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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 | $89,503 | $198,457-54.9% | $170,435-47.5% | $147,586-39.4% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 7.57% | 257.30%-249.7pp | 205.94%-198.4pp | 578.59%-571.0pp |
| Employer contribution / active EE | $1,682 | $6,183-72.8% | $5,432-69.0% | $4,876-65.5% |
| Participant deferral / active EE | $520 | $5,629-90.8% | $4,939-89.5% | $5,439-90.4% |
| Admin fee / account holder | $2,654 | $16,852-84.3% | $13,881-80.9% | $10,886-75.6% |