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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 | $60,412 | $162,136-62.7% | $152,301-60.3% | $154,746-61.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.19% | 91.02%-79.8pp | 80.50%-69.3pp | 172.34%-161.1pp |
| Employer contribution / active EE | $2,468 | $4,890-49.5% | $4,624-46.6% | $4,379-43.6% |
| Participant deferral / active EE | $906 | $8,341-89.1% | $8,004-88.7% | $6,730-86.5% |
| Admin fee / account holder | $385 | $15,759-97.6% | $14,398-97.3% | $14,365-97.3% |