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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 | $118,842 | $157,304-24.5% | $141,197-15.8% | $152,909-22.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 7.30% | 64.34%-57.0pp | 71.41%-64.1pp | 345.46%-338.2pp |
| Employer contribution / active EE | $1,132 | $5,263-78.5% | $4,736-76.1% | $4,764-76.2% |
| Participant deferral / active EE | $1,978 | $7,111-72.2% | $6,710-70.5% | $5,851-66.2% |
| Admin fee / account holder | $10,038 | $12,126-17.2% | $10,265-2.2% | $11,601-13.5% |