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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 | $127,119 | $105,160+20.9% | $94,679+34.3% | $139,456-8.8% |
| Participation rate | 90.9% | 82.4%+8.5pp | 80.8%+10.1pp | 80.3%+10.6pp |
| Annual return | 11.43% | 38.04%-26.6pp | 156.75%-145.3pp | 373.45%-362.0pp |
| Employer contribution / active EE | $1,620 | $4,107-60.5% | $3,673-55.9% | $4,753-65.9% |
| Participant deferral / active EE | $1,899 | $7,599-75.0% | $7,417-74.4% | $6,711-71.7% |
| Admin fee / account holder | $1,324 | $8,988-85.3% | $7,233-81.7% | $11,407-88.4% |