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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 | $174,379-47.2% | $152,093-39.4% | $138,895-33.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 3.95% | 74.86%-70.9pp | 66.36%-62.4pp | 145.39%-141.4pp |
| Employer contribution / active EE | $3,256 | $4,652-30.0% | $4,175-22.0% | $4,194-22.4% |
| Participant deferral / active EE | $750 | $6,159-87.8% | $5,451-86.2% | $6,396-88.3% |
| Admin fee / account holder | $743 | $16,880-95.6% | $14,497-94.9% | $12,562-94.1% |