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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 | $57,714 | $156,398-63.1% | $147,318-60.8% | $138,895-58.4% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | -33.61% | 78.75%-112.4pp | 70.43%-104.0pp | 145.39%-179.0pp |
| Employer contribution / active EE | $1,007 | $4,853-79.2% | $4,593-78.1% | $4,194-76.0% |
| Participant deferral / active EE | $1,091 | $8,237-86.8% | $7,906-86.2% | $6,396-82.9% |
| Admin fee / account holder | $543 | $14,976-96.4% | $13,708-96.0% | $12,562-95.7% |