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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 | $57,765 | $86,298-33.1% | $111,308-48.1% | $85,847-32.7% |
| Participation rate | 94.0% | 73.3%+20.7pp | 77.3%+16.7pp | 69.3%+24.7pp |
| Annual return | 10.40% | 19.99%-9.6pp | 54.67%-44.3pp | 318.61%-308.2pp |
| Employer contribution / active EE | $3,105 | $2,044+51.9% | $2,732+13.7% | $2,565+21.0% |
| Participant deferral / active EE | $971 | $3,641-73.3% | $4,487-78.4% | $3,952-75.4% |
| Admin fee / account holder | $902 | $8,189-89.0% | $7,965-88.7% | $6,261-85.6% |