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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 | $113,666 | $176,786-35.7% | $146,643-22.5% | $167,536-32.2% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 6.59% | 24.04%-17.4pp | 22.75%-16.2pp | 478.82%-472.2pp |
| Employer contribution / active EE | $1,233 | $5,161-76.1% | $4,137-70.2% | $4,839-74.5% |
| Participant deferral / active EE | $1,550 | $6,440-75.9% | $5,506-71.8% | $6,342-75.6% |
| Admin fee / account holder | $671 | $13,262-94.9% | $10,280-93.5% | $12,315-94.5% |