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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 | $73,898 | $114,119-35.2% | $107,187-31.1% | $138,895-46.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 4.14% | 273.21%-269.1pp | 204.55%-200.4pp | 145.39%-141.3pp |
| Employer contribution / active EE | $2,970 | $4,059-26.8% | $3,782-21.5% | $4,194-29.2% |
| Participant deferral / active EE | $1,026 | $5,538-81.5% | $5,096-79.9% | $6,396-84.0% |
| Admin fee / account holder | $1,187 | $10,024-88.2% | $9,162-87.0% | $12,562-90.6% |