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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 | $105,142 | $183,988-42.9% | $162,177-35.2% | $152,897-31.2% |
| Participation rate | 76.5% | 88.5%-12.0pp | 87.6%-11.1pp | 82.5%-6.0pp |
| Annual return | 6.14% | 150.79%-144.6pp | 115.60%-109.5pp | 345.43%-339.3pp |
| Employer contribution / active EE | $1,608 | $6,370-74.8% | $5,613-71.3% | $4,764-66.2% |
| Participant deferral / active EE | $2,569 | $8,032-68.0% | $7,297-64.8% | $5,851-56.1% |
| Admin fee / account holder | $6,335 | $13,123-51.7% | $10,843-41.6% | $11,599-45.4% |