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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 | $75,900 | $97,125-21.9% | $86,233-12.0% | $137,256-44.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 10.60% | 74.19%-63.6pp | 61.39%-50.8pp | 220.34%-209.7pp |
| Employer contribution / active EE | $824 | $2,841-71.0% | $2,504-67.1% | $4,156-80.2% |
| Participant deferral / active EE | $823 | $5,180-84.1% | $4,559-82.0% | $6,407-87.2% |
| Admin fee / account holder | $7,700 | $9,725-20.8% | $8,342-7.7% | $12,270-37.2% |