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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 | $29,387 | $162,136-81.9% | $152,301-80.7% | $154,746-81.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 9.22% | 91.02%-81.8pp | 80.50%-71.3pp | 172.34%-163.1pp |
| Employer contribution / active EE | $2,610 | $4,890-46.6% | $4,624-43.6% | $4,379-40.4% |
| Participant deferral / active EE | $2,647 | $8,341-68.3% | $8,004-66.9% | $6,730-60.7% |
| Admin fee / account holder | $6,669 | $15,759-57.7% | $14,398-53.7% | $14,365-53.6% |