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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 | $67,325 | $223,823-69.9% | $211,142-68.1% | $154,746-56.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 8.71% | 50.39%-41.7pp | 46.84%-38.1pp | 172.34%-163.6pp |
| Employer contribution / active EE | $2,932 | $6,787-56.8% | $6,442-54.5% | $4,379-33.0% |
| Participant deferral / active EE | $2,570 | $9,750-73.6% | $9,284-72.3% | $6,730-61.8% |
| Admin fee / account holder | $2,589 | $19,707-86.9% | $19,076-86.4% | $14,365-82.0% |