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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 | $38,665 | $209,336-81.5% | $197,124-80.4% | $137,256-71.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 9.60% | 48.09%-38.5pp | 44.34%-34.7pp | 220.34%-210.7pp |
| Employer contribution / active EE | $3,703 | $6,591-43.8% | $6,227-40.5% | $4,156-10.9% |
| Participant deferral / active EE | $2,006 | $9,614-79.1% | $9,135-78.0% | $6,407-68.7% |
| Admin fee / account holder | $14,944 | $17,308-13.7% | $16,298-8.3% | $12,270+21.8% |