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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 | $58,629 | $197,625-70.3% | $177,840-67.0% | $158,966-63.1% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.7%+4.6pp | 82.0%+10.3pp |
| Annual return | 6.49% | 58.76%-52.3pp | 48.32%-41.8pp | 302.95%-296.5pp |
| Employer contribution / active EE | $6,132 | $6,698-8.4% | $5,919+3.6% | $4,762+28.8% |
| Participant deferral / active EE | $2,327 | $8,405-72.3% | $7,714-69.8% | $5,983-61.1% |
| Admin fee / account holder | $2,580 | $15,405-83.3% | $12,431-79.2% | $11,250-77.1% |