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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 | $54,832 | $172,111-68.1% | $150,298-63.5% | $137,256-60.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 6.71% | 69.37%-62.7pp | 62.79%-56.1pp | 220.34%-213.6pp |
| Employer contribution / active EE | $6,190 | $4,636+33.5% | $4,154+49.0% | $4,156+48.9% |
| Participant deferral / active EE | $698 | $6,166-88.7% | $5,453-87.2% | $6,407-89.1% |
| Admin fee / account holder | $1,347 | $16,471-91.8% | $14,116-90.5% | $12,270-89.0% |