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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 | $37,027 | $165,399-77.6% | $149,745-75.3% | $158,982-76.7% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 4.52% | 348.34%-343.8pp | 276.72%-272.2pp | 302.99%-298.5pp |
| Employer contribution / active EE | $1,198 | $5,105-76.5% | $4,646-74.2% | $4,763-74.8% |
| Participant deferral / active EE | $1,300 | $7,183-81.9% | $6,843-81.0% | $5,983-78.3% |
| Admin fee / account holder | $12,852 | $10,811+18.9% | $9,312+38.0% | $11,252+14.2% |