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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 | $27,160 | $183,516-85.2% | $155,534-82.5% | $145,884-81.4% |
| Participation rate | 95.7% | 82.7%+12.9pp | 78.2%+17.4pp | 80.3%+15.3pp |
| Annual return | 8.49% | 61.43%-52.9pp | 64.92%-56.4pp | 551.85%-543.4pp |
| Employer contribution / active EE | $1,175 | $5,315-77.9% | $4,675-74.9% | $4,662-74.8% |
| Participant deferral / active EE | $1,679 | $6,467-74.0% | $5,630-70.2% | $6,690-74.9% |
| Admin fee / account holder | $3,939 | $19,293-79.6% | $15,900-75.2% | $13,392-70.6% |