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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 | $56,874 | $201,259-71.7% | $184,200-69.1% | $145,959-61.0% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 6.74% | 28.98%-22.2pp | 28.80%-22.1pp | 561.95%-555.2pp |
| Employer contribution / active EE | $1,727 | $7,018-75.4% | $6,424-73.1% | $4,661-63.0% |
| Participant deferral / active EE | $2,408 | $9,806-75.4% | $9,132-73.6% | $6,689-64.0% |
| Admin fee / account holder | $498 | $16,372-97.0% | $13,907-96.4% | $13,398-96.3% |