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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 | $36,625 | $209,425-82.5% | $178,499-79.5% | $158,966-77.0% |
| Participation rate | 72.7% | 86.4%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 2.94% | 188.80%-185.9pp | 151.10%-148.2pp | 302.95%-300.0pp |
| Employer contribution / active EE | $1,818 | $5,707-68.1% | $5,011-63.7% | $4,762-61.8% |
| Participant deferral / active EE | $1,539 | $5,955-74.1% | $5,202-70.4% | $5,983-74.3% |
| Admin fee / account holder | $881 | $17,078-94.8% | $13,986-93.7% | $11,250-92.2% |