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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 | $128,977 | $98,240+31.3% | $82,312+56.7% | $147,586-12.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 7.37% | 30.85%-23.5pp | 25.88%-18.5pp | 578.59%-571.2pp |
| Employer contribution / active EE | $783 | $3,192-75.5% | $2,428-67.8% | $4,876-83.9% |
| Participant deferral / active EE | $782 | $4,383-82.2% | $3,706-78.9% | $5,439-85.6% |
| Admin fee / account holder | $1,699 | $8,563-80.2% | $5,608-69.7% | $10,886-84.4% |