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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 | $41,976 | $100,970-58.4% | $96,576-56.5% | $137,256-69.4% |
| Participation rate | 80.0% | 82.6%-2.6pp | 81.4%-1.4pp | 80.0%0pp |
| Annual return | 11.25% | 38.16%-26.9pp | 38.47%-27.2pp | 220.34%-209.1pp |
| Employer contribution / active EE | $2,135 | $3,809-43.9% | $3,553-39.9% | $4,156-48.6% |
| Participant deferral / active EE | $1,536 | $8,286-81.5% | $7,956-80.7% | $6,407-76.0% |
| Admin fee / account holder | $578 | $11,312-94.9% | $11,381-94.9% | $12,270-95.3% |