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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 | $123,756 | $154,228-19.8% | $145,433-14.9% | $137,256-9.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.06% | 74.59%-64.5pp | 66.58%-56.5pp | 220.34%-210.3pp |
| Employer contribution / active EE | $1,495 | $4,804-68.9% | $4,554-67.2% | $4,156-64.0% |
| Participant deferral / active EE | $370 | $8,216-95.5% | $7,897-95.3% | $6,407-94.2% |
| Admin fee / account holder | $12,747 | $14,344-11.1% | $13,129-2.9% | $12,270+3.9% |