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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 | $173,502 | $154,228+12.5% | $145,433+19.3% | $137,256+26.4% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 8.69% | 74.59%-65.9pp | 66.58%-57.9pp | 220.34%-211.6pp |
| Employer contribution / active EE | $3,537 | $4,804-26.4% | $4,554-22.3% | $4,156-14.9% |
| Participant deferral / active EE | $1,739 | $8,216-78.8% | $7,897-78.0% | $6,407-72.9% |
| Admin fee / account holder | $159,713 | $14,344+1013.5% | $13,129+1116.5% | $12,270+1201.6% |