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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 | $66,554 | $154,228-56.8% | $145,433-54.2% | $137,256-51.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.27% | 74.59%-62.3pp | 66.58%-54.3pp | 220.34%-208.1pp |
| Employer contribution / active EE | $2,389 | $4,804-50.3% | $4,554-47.5% | $4,156-42.5% |
| Participant deferral / active EE | $530 | $8,216-93.5% | $7,897-93.3% | $6,407-91.7% |
| Admin fee / account holder | $743 | $14,344-94.8% | $13,129-94.3% | $12,270-93.9% |