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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 | $40,994 | $148,582-72.4% | $135,942-69.8% | $139,456-70.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.12% | 79.26%-70.1pp | 68.28%-59.2pp | 373.45%-364.3pp |
| Employer contribution / active EE | $2,050 | $5,245-60.9% | $4,858-57.8% | $4,753-56.9% |
| Participant deferral / active EE | $745 | $8,101-90.8% | $7,759-90.4% | $6,711-88.9% |
| Admin fee / account holder | $1,355 | $12,402-89.1% | $10,764-87.4% | $11,407-88.1% |