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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 | $64,951 | $197,625-67.1% | $177,840-63.5% | $158,966-59.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 2.44% | 58.76%-56.3pp | 48.32%-45.9pp | 302.95%-300.5pp |
| Employer contribution / active EE | $1,763 | $6,698-73.7% | $5,919-70.2% | $4,762-63.0% |
| Participant deferral / active EE | $2,895 | $8,405-65.6% | $7,714-62.5% | $5,983-51.6% |
| Admin fee / account holder | $713 | $15,405-95.4% | $12,431-94.3% | $11,250-93.7% |