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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 | $31,250 | $183,627-83.0% | $155,602-79.9% | $145,978-78.6% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 7.38% | 61.32%-53.9pp | 64.81%-57.4pp | 550.52%-543.1pp |
| Employer contribution / active EE | $1,353 | $5,316-74.6% | $4,675-71.1% | $4,662-71.0% |
| Participant deferral / active EE | $738 | $6,466-88.6% | $5,629-86.9% | $6,690-89.0% |
| Admin fee / account holder | $2,232 | $19,327-88.5% | $15,923-86.0% | $13,400-83.3% |