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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 | $166,925 | $156,398+6.7% | $147,318+13.3% | $138,895+20.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 6.21% | 78.75%-72.5pp | 70.43%-64.2pp | 145.39%-139.2pp |
| Employer contribution / active EE | $14,000 | $4,853+188.5% | $4,593+204.8% | $4,194+233.8% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,282 | $14,976-91.4% | $13,708-90.6% | $12,562-89.8% |