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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 | $94,481 | $157,296-39.9% | $141,191-33.1% | $152,897-38.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 13.95% | 64.34%-50.4pp | 71.41%-57.5pp | 345.43%-331.5pp |
| Employer contribution / active EE | $1,038 | $5,262-80.3% | $4,736-78.1% | $4,764-78.2% |
| Participant deferral / active EE | $1,210 | $7,111-83.0% | $6,710-82.0% | $5,851-79.3% |
| Admin fee / account holder | $24,037 | $12,125+98.2% | $10,264+134.2% | $11,599+107.2% |