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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 | $94,849 | $154,228-38.5% | $145,433-34.8% | $137,256-30.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.50% | 74.59%-64.1pp | 66.58%-56.1pp | 220.34%-209.8pp |
| Employer contribution / active EE | $1,317 | $4,804-72.6% | $4,554-71.1% | $4,156-68.3% |
| Participant deferral / active EE | $1,129 | $8,216-86.3% | $7,897-85.7% | $6,407-82.4% |
| Admin fee / account holder | $11,452 | $14,344-20.2% | $13,129-12.8% | $12,270-6.7% |