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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 | $92,162 | $111,535-17.4% | $105,223-12.4% | $137,256-32.9% |
| Participation rate | 92.9% | 78.1%+14.8pp | 75.0%+17.8pp | 80.0%+12.9pp |
| Annual return | 8.99% | 237.85%-228.9pp | 180.65%-171.7pp | 220.34%-211.3pp |
| Employer contribution / active EE | $7,393 | $3,939+87.7% | $3,689+100.4% | $4,156+77.9% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,487 | $9,721-64.1% | $8,859-60.6% | $12,270-71.6% |