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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 | $220,968 | $201,372+9.7% | $184,260+19.9% | $145,884+51.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 0.80% | 29.04%-28.2pp | 28.84%-28.0pp | 551.85%-551.1pp |
| Employer contribution / active EE | $1,899 | $7,024-73.0% | $6,427-70.5% | $4,662-59.3% |
| Participant deferral / active EE | $2,076 | $9,808-78.8% | $9,133-77.3% | $6,690-69.0% |
| Admin fee / account holder | $700 | $16,362-95.7% | $13,898-95.0% | $13,392-94.8% |