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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 | $72,360 | $156,398-53.7% | $147,318-50.9% | $138,895-47.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.66% | 78.75%-68.1pp | 70.43%-59.8pp | 145.39%-134.7pp |
| Employer contribution / active EE | $927 | $4,853-80.9% | $4,593-79.8% | $4,194-77.9% |
| Participant deferral / active EE | $1,973 | $8,237-76.0% | $7,906-75.0% | $6,396-69.2% |
| Admin fee / account holder | $741 | $14,976-95.1% | $13,708-94.6% | $12,562-94.1% |