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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 | $66,707 | $217,432-69.3% | $185,849-64.1% | $167,536-60.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.51% | 148.42%-139.9pp | 122.10%-113.6pp | 478.82%-470.3pp |
| Employer contribution / active EE | $1,297 | $5,875-77.9% | $5,169-74.9% | $4,839-73.2% |
| Participant deferral / active EE | $867 | $6,357-86.4% | $5,569-84.4% | $6,342-86.3% |
| Admin fee / account holder | $680 | $19,818-96.6% | $16,244-95.8% | $12,315-94.5% |