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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 | $38,980 | $162,136-76.0% | $152,301-74.4% | $154,746-74.8% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 2.75% | 91.02%-88.3pp | 80.50%-77.7pp | 172.34%-169.6pp |
| Employer contribution / active EE | $1,705 | $4,890-65.1% | $4,624-63.1% | $4,379-61.1% |
| Participant deferral / active EE | $2,121 | $8,341-74.6% | $8,004-73.5% | $6,730-68.5% |
| Admin fee / account holder | $1,165 | $15,759-92.6% | $14,398-91.9% | $14,365-91.9% |