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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 | $30,739 | $172,111-82.1% | $150,298-79.5% | $137,256-77.6% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 6.58% | 69.37%-62.8pp | 62.79%-56.2pp | 220.34%-213.8pp |
| Employer contribution / active EE | $1,038 | $4,636-77.6% | $4,154-75.0% | $4,156-75.0% |
| Participant deferral / active EE | $561 | $6,166-90.9% | $5,453-89.7% | $6,407-91.2% |
| Admin fee / account holder | $893 | $16,471-94.6% | $14,116-93.7% | $12,270-92.7% |