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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 | $113,893 | $70,366+61.9% | $66,674+70.8% | $138,895-18.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 8.02% | 386.41%-378.4pp | 321.24%-313.2pp | 145.39%-137.4pp |
| Employer contribution / active EE | $1,124 | $2,765-59.4% | $2,620-57.1% | $4,194-73.2% |
| Participant deferral / active EE | $562 | $4,374-87.2% | $4,084-86.2% | $6,396-91.2% |
| Admin fee / account holder | $1,089 | $5,262-79.3% | $5,098-78.6% | $12,562-91.3% |