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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 | $130,109 | $114,119+14.0% | $107,187+21.4% | $138,895-6.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 9.39% | 273.21%-263.8pp | 204.55%-195.2pp | 145.39%-136.0pp |
| Employer contribution / active EE | $1,892 | $4,059-53.4% | $3,782-50.0% | $4,194-54.9% |
| Participant deferral / active EE | $1,109 | $5,538-80.0% | $5,096-78.2% | $6,396-82.7% |
| Admin fee / account holder | $5,109 | $10,024-49.0% | $9,162-44.2% | $12,562-59.3% |