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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 | $30,217 | $157,304-80.8% | $141,197-78.6% | $152,909-80.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 9.91% | 64.34%-54.4pp | 71.41%-61.5pp | 345.46%-335.6pp |
| Employer contribution / active EE | $5,736 | $5,263+9.0% | $4,736+21.1% | $4,764+20.4% |
| Participant deferral / active EE | $808 | $7,111-88.6% | $6,710-88.0% | $5,851-86.2% |
| Admin fee / account holder | $707 | $12,126-94.2% | $10,265-93.1% | $11,601-93.9% |