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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 | $68,915 | $129,737-46.9% | $119,126-42.1% | $154,746-55.5% |
| Participation rate | 90.5% | 78.9%+11.6pp | 75.8%+14.7pp | 80.7%+9.8pp |
| Annual return | 8.92% | 379.08%-370.2pp | 282.11%-273.2pp | 172.34%-163.4pp |
| Employer contribution / active EE | $1,624 | $4,375-62.9% | $4,034-59.7% | $4,379-62.9% |
| Participant deferral / active EE | $1,780 | $5,842-69.5% | $5,318-66.5% | $6,730-73.6% |
| Admin fee / account holder | $1,720 | $11,961-85.6% | $10,693-83.9% | $14,365-88.0% |