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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 | $52,728 | $154,228-65.8% | $145,433-63.7% | $137,256-61.6% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 80.0%-10.0pp |
| Annual return | 11.92% | 74.59%-62.7pp | 66.58%-54.7pp | 220.34%-208.4pp |
| Employer contribution / active EE | $1,621 | $4,804-66.3% | $4,554-64.4% | $4,156-61.0% |
| Participant deferral / active EE | $1,694 | $8,216-79.4% | $7,897-78.5% | $6,407-73.6% |
| Admin fee / account holder | $2,004 | $14,344-86.0% | $13,129-84.7% | $12,270-83.7% |