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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 | $139,681 | $108,922+28.2% | $100,398+39.1% | $145,978-4.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 4.57% | 58.04%-53.5pp | 49.32%-44.7pp | 550.52%-545.9pp |
| Employer contribution / active EE | $448 | $4,426-89.9% | $3,946-88.6% | $4,662-90.4% |
| Participant deferral / active EE | $2,240 | $8,450-73.5% | $8,084-72.3% | $6,690-66.5% |
| Admin fee / account holder | $2,167 | $9,680-77.6% | $7,893-72.5% | $13,400-83.8% |