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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 | $33,888 | $125,237-72.9% | $105,608-67.9% | $145,877-76.8% |
| Participation rate | 85.7% | 77.7%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 0.67% | 225.76%-225.1pp | 116.50%-115.8pp | 551.28%-550.6pp |
| Employer contribution / active EE | $911 | $3,720-75.5% | $3,167-71.2% | $4,663-80.5% |
| Participant deferral / active EE | $911 | $5,711-84.0% | $5,010-81.8% | $6,691-86.4% |
| Admin fee / account holder | $992 | $17,287-94.3% | $11,028-91.0% | $13,402-92.6% |