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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 | $107,642 | $227,291-52.6% | $214,702-49.9% | $155,188-30.6% |
| Participation rate | 87.5% | 88.0%-0.5pp | 87.5%0pp | 80.8%+6.7pp |
| Annual return | 6.27% | 60.08%-53.8pp | 54.55%-48.3pp | 148.84%-142.6pp |
| Employer contribution / active EE | $2,739 | $6,772-59.5% | $6,461-57.6% | $4,248-35.5% |
| Participant deferral / active EE | $2,764 | $9,582-71.2% | $9,147-69.8% | $6,531-57.7% |
| Admin fee / account holder | $93,730 | $20,413+359.2% | $19,830+372.7% | $14,480+547.3% |