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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 | $129,662 | $108,912+19.1% | $100,383+29.2% | $145,959-11.2% |
| Participation rate | 71.4% | 83.0%-11.5pp | 81.5%-10.1pp | 80.3%-8.9pp |
| Annual return | 5.75% | 57.96%-52.2pp | 49.26%-43.5pp | 561.95%-556.2pp |
| Employer contribution / active EE | $1,263 | $4,423-71.5% | $3,944-68.0% | $4,661-72.9% |
| Participant deferral / active EE | $1,022 | $8,451-87.9% | $8,086-87.4% | $6,689-84.7% |
| Admin fee / account holder | $9,119 | $9,690-5.9% | $7,900+15.4% | $13,398-31.9% |