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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 | $78,438 | $156,398-49.8% | $147,318-46.8% | $138,895-43.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.97% | 78.75%-66.8pp | 70.43%-58.5pp | 145.39%-133.4pp |
| Employer contribution / active EE | $1,906 | $4,853-60.7% | $4,593-58.5% | $4,194-54.6% |
| Participant deferral / active EE | $2,383 | $8,237-71.1% | $7,906-69.9% | $6,396-62.8% |
| Admin fee / account holder | $413 | $14,976-97.2% | $13,708-97.0% | $12,562-96.7% |