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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 | $119,021 | $111,878+6.4% | $93,727+27.0% | $145,897-18.4% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 5.82% | 204.28%-198.5pp | 133.83%-128.0pp | 552.29%-546.5pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $749 | $4,920-84.8% | $4,417-83.0% | $6,689-88.8% |
| Admin fee / account holder | $2,404 | $10,256-76.6% | $8,292-71.0% | $13,390-82.0% |