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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 | $103,717 | $156,398-33.7% | $147,318-29.6% | $138,895-25.3% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 3.34% | 78.75%-75.4pp | 70.43%-67.1pp | 145.39%-142.1pp |
| Employer contribution / active EE | $8,131 | $4,853+67.5% | $4,593+77.0% | $4,194+93.9% |
| Participant deferral / active EE | $1,113 | $8,237-86.5% | $7,906-85.9% | $6,396-82.6% |
| Admin fee / account holder | $1,196 | $14,976-92.0% | $13,708-91.3% | $12,562-90.5% |