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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 | $27,261 | $185,312-85.3% | $161,489-83.1% | $154,746-82.4% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.7%+12.2pp | 80.7%+10.2pp |
| Annual return | 9.42% | 103.84%-94.4pp | 89.72%-80.3pp | 172.34%-162.9pp |
| Employer contribution / active EE | $1,298 | $4,769-72.8% | $4,268-69.6% | $4,379-70.4% |
| Participant deferral / active EE | $1,662 | $6,350-73.8% | $5,630-70.5% | $6,730-75.3% |
| Admin fee / account holder | $1,584 | $18,654-91.5% | $16,006-90.1% | $14,365-89.0% |