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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 | $79,926 | $97,078-17.7% | $103,065-22.5% | $145,897-45.2% |
| Participation rate | 84.2% | 81.1%+3.1pp | 80.6%+3.7pp | 80.3%+3.9pp |
| Annual return | 5.82% | 25.49%-19.7pp | 23.95%-18.1pp | 552.29%-546.5pp |
| Employer contribution / active EE | $4,931 | $4,680+5.4% | $4,675+5.5% | $4,663+5.8% |
| Participant deferral / active EE | $1,460 | $6,601-77.9% | $6,625-78.0% | $6,689-78.2% |
| Admin fee / account holder | $2,365 | $12,505-81.1% | $9,349-74.7% | $13,390-82.3% |