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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 | $84,890 | $201,372-57.8% | $184,260-53.9% | $145,884-41.8% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 9.43% | 29.04%-19.6pp | 28.84%-19.4pp | 551.85%-542.4pp |
| Employer contribution / active EE | $1,830 | $7,024-73.9% | $6,427-71.5% | $4,662-60.8% |
| Participant deferral / active EE | $1,786 | $9,808-81.8% | $9,133-80.4% | $6,690-73.3% |
| Admin fee / account holder | $375 | $16,362-97.7% | $13,898-97.3% | $13,392-97.2% |