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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 | $22,247 | $156,398-85.8% | $147,318-84.9% | $138,895-84.0% |
| Participation rate | 87.0% | 83.8%+3.2pp | 82.1%+4.9pp | 79.9%+7.0pp |
| Annual return | 9.02% | 78.75%-69.7pp | 70.43%-61.4pp | 145.39%-136.4pp |
| Employer contribution / active EE | $3,254 | $4,853-33.0% | $4,593-29.2% | $4,194-22.4% |
| Participant deferral / active EE | $2,142 | $8,237-74.0% | $7,906-72.9% | $6,396-66.5% |
| Admin fee / account holder | $1,593 | $14,976-89.4% | $13,708-88.4% | $12,562-87.3% |