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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 | $65,808 | $154,228-57.3% | $145,433-54.8% | $137,256-52.1% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 9.61% | 74.59%-65.0pp | 66.58%-57.0pp | 220.34%-210.7pp |
| Employer contribution / active EE | $1,605 | $4,804-66.6% | $4,554-64.8% | $4,156-61.4% |
| Participant deferral / active EE | $1,605 | $8,216-80.5% | $7,897-79.7% | $6,407-74.9% |
| Admin fee / account holder | $590 | $14,344-95.9% | $13,129-95.5% | $12,270-95.2% |