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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 | $202,518 | $45,043+349.6% | $63,005+221.4% | $70,124+188.8% |
| Participation rate | 94.2% | 69.5%+24.7pp | 74.8%+19.4pp | 69.5%+24.7pp |
| Annual return | 9.12% | 18.76%-9.6pp | 87.59%-78.5pp | 73.14%-64.0pp |
| Employer contribution / active EE | $2,932 | $2,052+42.9% | $2,760+6.2% | $2,342+25.2% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,157 | $2,833+82.0% | $3,599+43.3% | $4,645+11.0% |