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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 | $108,632 | $148,582-26.9% | $135,942-20.1% | $139,456-22.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.50% | 79.26%-67.8pp | 68.28%-56.8pp | 373.45%-361.9pp |
| Employer contribution / active EE | $1,549 | $5,245-70.5% | $4,858-68.1% | $4,753-67.4% |
| Participant deferral / active EE | $875 | $8,101-89.2% | $7,759-88.7% | $6,711-87.0% |
| Admin fee / account holder | $27,166 | $12,402+119.0% | $10,764+152.4% | $11,407+138.2% |