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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 | $103,470 | $132,634-22.0% | $115,768-10.6% | $137,256-24.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 9.47% | 160.70%-151.2pp | 100.46%-91.0pp | 220.34%-210.9pp |
| Employer contribution / active EE | $981 | $3,360-70.8% | $2,940-66.6% | $4,156-76.4% |
| Participant deferral / active EE | $1,472 | $5,619-73.8% | $4,917-70.1% | $6,407-77.0% |
| Admin fee / account holder | $1,339 | $15,028-91.1% | $12,439-89.2% | $12,270-89.1% |