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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 | $33,805 | $160,040-78.9% | $147,096-77.0% | $145,877-76.8% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 6.74% | 98.49%-91.8pp | 419.75%-413.0pp | 551.28%-544.5pp |
| Employer contribution / active EE | $1,233 | $5,289-76.7% | $4,936-75.0% | $4,663-73.6% |
| Participant deferral / active EE | $1,729 | $8,429-79.5% | $8,071-78.6% | $6,691-74.2% |
| Admin fee / account holder | $357 | $15,050-97.6% | $13,005-97.3% | $13,402-97.3% |