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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 | $174,379-82.4% | $152,093-79.8% | $138,895-77.9% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 6.58% | 74.86%-68.3pp | 66.36%-59.8pp | 145.39%-138.8pp |
| Employer contribution / active EE | $1,038 | $4,652-77.7% | $4,175-75.1% | $4,194-75.3% |
| Participant deferral / active EE | $561 | $6,159-90.9% | $5,451-89.7% | $6,396-91.2% |
| Admin fee / account holder | $893 | $16,880-94.7% | $14,497-93.8% | $12,562-92.9% |