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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 | $72,371 | $71,230+1.6% | $93,727-22.8% | $80,959-10.6% |
| Participation rate | 90.6% | 60.4%+30.2pp | 68.7%+21.9pp | 67.7%+23.0pp |
| Annual return | 9.20% | 11.26%-2.1pp | 133.83%-124.6pp | 35.67%-26.5pp |
| Employer contribution / active EE | $4,688 | $1,565+199.5% | $2,421+93.6% | $2,757+70.0% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $798 | $6,961-88.5% | $8,292-90.4% | $6,925-88.5% |