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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 | $100,538 | $165,381-39.2% | $149,730-32.9% | $158,966-36.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.68% | 348.29%-341.6pp | 276.70%-270.0pp | 302.95%-296.3pp |
| Employer contribution / active EE | $1,081 | $5,104-78.8% | $4,645-76.7% | $4,762-77.3% |
| Participant deferral / active EE | $2,128 | $7,182-70.4% | $6,843-68.9% | $5,983-64.4% |
| Admin fee / account holder | $6,364 | $10,809-41.1% | $9,310-31.6% | $11,250-43.4% |