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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 | $162,136+7.0% | $152,301+13.9% | $154,746+12.1% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 8.69% | 91.02%-82.3pp | 80.50%-71.8pp | 172.34%-163.6pp |
| Employer contribution / active EE | $3,537 | $4,890-27.7% | $4,624-23.5% | $4,379-19.2% |
| Participant deferral / active EE | $1,739 | $8,341-79.1% | $8,004-78.3% | $6,730-74.2% |
| Admin fee / account holder | $159,713 | $15,759+913.4% | $14,398+1009.3% | $14,365+1011.8% |