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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 | $59,732 | $148,623-59.8% | $135,974-56.1% | $139,466-57.2% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 9.53% | 79.30%-69.8pp | 68.30%-58.8pp | 373.66%-364.1pp |
| Employer contribution / active EE | $1,255 | $5,246-76.1% | $4,859-74.2% | $4,754-73.6% |
| Participant deferral / active EE | $2,306 | $8,103-71.5% | $7,760-70.3% | $6,712-65.6% |
| Admin fee / account holder | $732 | $12,406-94.1% | $10,767-93.2% | $11,409-93.6% |