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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 | $35,774 | $124,351-71.2% | $109,188-67.2% | $167,553-78.6% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 4.83% | 26.04%-21.2pp | 25.76%-20.9pp | 478.89%-474.1pp |
| Employer contribution / active EE | $15,419 | $4,210+266.3% | $3,723+314.1% | $4,840+218.6% |
| Participant deferral / active EE | $410 | $5,257-92.2% | $4,654-91.2% | $6,343-93.5% |
| Admin fee / account holder | $8,951 | $7,975+12.2% | $6,755+32.5% | $12,316-27.3% |