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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 | $70,054 | $69,274+1.1% | $64,097+9.3% | $139,487-49.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 8.02% | 46.00%-38.0pp | 33.75%-25.7pp | 373.84%-365.8pp |
| Employer contribution / active EE | $2,120 | $3,187-33.5% | $2,750-22.9% | $4,755-55.4% |
| Participant deferral / active EE | $333 | $4,685-92.9% | $3,881-91.4% | $6,713-95.0% |
| Admin fee / account holder | $774 | $4,247-81.8% | $3,070-74.8% | $11,407-93.2% |