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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 | $96,531 | $105,145-8.2% | $94,664+2.0% | $139,466-30.8% |
| Participation rate | 87.5% | 82.4%+5.1pp | 80.8%+6.7pp | 80.3%+7.2pp |
| Annual return | 12.01% | 38.09%-26.1pp | 156.84%-144.8pp | 373.66%-361.6pp |
| Employer contribution / active EE | $1,324 | $4,107-67.8% | $3,673-64.0% | $4,754-72.2% |
| Participant deferral / active EE | $1,554 | $7,599-79.5% | $7,417-79.0% | $6,712-76.8% |
| Admin fee / account holder | $10,826 | $8,972+20.7% | $7,222+49.9% | $11,409-5.1% |