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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 | $49,143 | $162,136-69.7% | $152,301-67.7% | $154,746-68.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.50% | 91.02%-79.5pp | 80.50%-69.0pp | 172.34%-160.8pp |
| Employer contribution / active EE | $2,891 | $4,890-40.9% | $4,624-37.5% | $4,379-34.0% |
| Participant deferral / active EE | $2,623 | $8,341-68.6% | $8,004-67.2% | $6,730-61.0% |
| Admin fee / account holder | $27,713 | $15,759+75.8% | $14,398+92.5% | $14,365+92.9% |