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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 | $87,844 | $154,228-43.0% | $145,433-39.6% | $137,256-36.0% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 7.31% | 74.59%-67.3pp | 66.58%-59.3pp | 220.34%-213.0pp |
| Employer contribution / active EE | $2,972 | $4,804-38.1% | $4,554-34.8% | $4,156-28.5% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $13,015 | $14,344-9.3% | $13,129-0.9% | $12,270+6.1% |