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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 | $38,972 | $148,623-73.8% | $135,974-71.3% | $139,466-72.1% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 10.02% | 79.30%-69.3pp | 68.30%-58.3pp | 373.66%-363.6pp |
| Employer contribution / active EE | $1,304 | $5,246-75.2% | $4,859-73.2% | $4,754-72.6% |
| Participant deferral / active EE | $2,207 | $8,103-72.8% | $7,760-71.6% | $6,712-67.1% |
| Admin fee / account holder | $2,753 | $12,406-77.8% | $10,767-74.4% | $11,409-75.9% |