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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 | $87,308 | $183,592-52.4% | $155,574-43.9% | $145,877-40.1% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 6.53% | 61.37%-54.8pp | 64.87%-58.3pp | 551.28%-544.8pp |
| Employer contribution / active EE | $1,473 | $5,317-72.3% | $4,676-68.5% | $4,663-68.4% |
| Participant deferral / active EE | $1,626 | $6,466-74.9% | $5,629-71.1% | $6,691-75.7% |
| Admin fee / account holder | $795 | $19,316-95.9% | $15,914-95.0% | $13,402-94.1% |