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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 | $23,704 | $202,460-88.3% | $169,385-86.0% | $139,456-83.0% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.2%+2.8pp | 80.3%-0.3pp |
| Annual return | 5.65% | 532.07%-526.4pp | 405.82%-400.2pp | 373.45%-367.8pp |
| Employer contribution / active EE | $2,863 | $4,691-39.0% | $4,012-28.6% | $4,753-39.8% |
| Participant deferral / active EE | $17 | $6,938-99.7% | $6,221-99.7% | $6,711-99.7% |
| Admin fee / account holder | $3,260 | $10,719-69.6% | $9,011-63.8% | $11,407-71.4% |