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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 | $89,609 | $156,398-42.7% | $147,318-39.2% | $138,895-35.5% |
| Participation rate | 90.9% | 83.8%+7.2pp | 82.1%+8.8pp | 79.9%+11.0pp |
| Annual return | 8.14% | 78.75%-70.6pp | 70.43%-62.3pp | 145.39%-137.3pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,506 | $8,237-81.7% | $7,906-81.0% | $6,396-76.5% |
| Admin fee / account holder | $321 | $14,976-97.9% | $13,708-97.7% | $12,562-97.4% |