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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 | $29,181 | $175,231-83.3% | $149,696-80.5% | $139,466-79.1% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 9.92% | 166.77%-156.9pp | 134.46%-124.5pp | 373.66%-363.7pp |
| Employer contribution / active EE | $1,477 | $5,478-73.0% | $4,821-69.4% | $4,754-68.9% |
| Participant deferral / active EE | $1,219 | $6,521-81.3% | $5,682-78.6% | $6,712-81.8% |
| Admin fee / account holder | $2,890 | $16,155-82.1% | $13,212-78.1% | $11,409-74.7% |