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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 | $17,347 | $70,366-75.3% | $66,674-74.0% | $138,895-87.5% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.7%+16.3pp | 79.9%+10.1pp |
| Annual return | 12.49% | 386.41%-373.9pp | 321.24%-308.8pp | 145.39%-132.9pp |
| Employer contribution / active EE | $916 | $2,765-66.9% | $2,620-65.0% | $4,194-78.2% |
| Participant deferral / active EE | $509 | $4,374-88.4% | $4,084-87.5% | $6,396-92.0% |
| Admin fee / account holder | $561 | $5,262-89.3% | $5,098-89.0% | $12,562-95.5% |