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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 | $81,625 | $157,296-48.1% | $141,191-42.2% | $152,897-46.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 11.93% | 64.34%-52.4pp | 71.41%-59.5pp | 345.43%-333.5pp |
| Employer contribution / active EE | $1,106 | $5,262-79.0% | $4,736-76.7% | $4,764-76.8% |
| Participant deferral / active EE | $1,489 | $7,111-79.1% | $6,710-77.8% | $5,851-74.6% |
| Admin fee / account holder | $3,104 | $12,125-74.4% | $10,264-69.8% | $11,599-73.2% |