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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 | $97,948 | $209,336-53.2% | $197,124-50.3% | $137,256-28.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 10.73% | 48.09%-37.4pp | 44.34%-33.6pp | 220.34%-209.6pp |
| Employer contribution / active EE | $2,569 | $6,591-61.0% | $6,227-58.7% | $4,156-38.2% |
| Participant deferral / active EE | $1,710 | $9,614-82.2% | $9,135-81.3% | $6,407-73.3% |
| Admin fee / account holder | $2,211 | $17,308-87.2% | $16,298-86.4% | $12,270-82.0% |