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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 | $92,101 | $185,312-50.3% | $161,489-43.0% | $154,746-40.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 3.95% | 103.84%-99.9pp | 89.72%-85.8pp | 172.34%-168.4pp |
| Employer contribution / active EE | $3,256 | $4,769-31.7% | $4,268-23.7% | $4,379-25.6% |
| Participant deferral / active EE | $750 | $6,350-88.2% | $5,630-86.7% | $6,730-88.9% |
| Admin fee / account holder | $743 | $18,654-96.0% | $16,006-95.4% | $14,365-94.8% |