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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 | $47,409 | $172,111-72.5% | $150,298-68.5% | $137,256-65.5% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 10.83% | 69.37%-58.5pp | 62.79%-52.0pp | 220.34%-209.5pp |
| Employer contribution / active EE | $1,039 | $4,636-77.6% | $4,154-75.0% | $4,156-75.0% |
| Participant deferral / active EE | $1,591 | $6,166-74.2% | $5,453-70.8% | $6,407-75.2% |
| Admin fee / account holder | $1,071 | $16,471-93.5% | $14,116-92.4% | $12,270-91.3% |