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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 | $130,465 | $201,370-35.2% | $184,256-29.2% | $145,897-10.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.03% | 29.05%-22.0pp | 28.85%-21.8pp | 552.29%-545.3pp |
| Employer contribution / active EE | $2,022 | $7,024-71.2% | $6,427-68.5% | $4,663-56.6% |
| Participant deferral / active EE | $2,553 | $9,808-74.0% | $9,133-72.1% | $6,689-61.8% |
| Admin fee / account holder | $2,234 | $16,364-86.3% | $13,899-83.9% | $13,390-83.3% |