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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 | $111,535+16.7% | $105,223+23.7% | $137,256-5.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 9.39% | 237.85%-228.5pp | 180.65%-171.3pp | 220.34%-210.9pp |
| Employer contribution / active EE | $1,892 | $3,939-52.0% | $3,689-48.7% | $4,156-54.5% |
| Participant deferral / active EE | $1,109 | $5,500-79.8% | $5,072-78.1% | $6,407-82.7% |
| Admin fee / account holder | $5,109 | $9,721-47.4% | $8,859-42.3% | $12,270-58.4% |