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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 | $102,306 | $111,535-8.3% | $105,223-2.8% | $137,256-25.5% |
| Participation rate | 89.5% | 78.1%+11.4pp | 75.0%+14.4pp | 80.0%+9.5pp |
| Annual return | 10.66% | 237.85%-227.2pp | 180.65%-170.0pp | 220.34%-209.7pp |
| Employer contribution / active EE | $1,100 | $3,939-72.1% | $3,689-70.2% | $4,156-73.5% |
| Participant deferral / active EE | $593 | $5,500-89.2% | $5,072-88.3% | $6,407-90.7% |
| Admin fee / account holder | $3,068 | $9,721-68.4% | $8,859-65.4% | $12,270-75.0% |