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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 | $165,305 | $182,442-9.4% | $163,379+1.2% | $138,895+19.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 9.97% | 72.74%-62.8pp | 63.41%-53.4pp | 145.39%-135.4pp |
| Employer contribution / active EE | $7,200 | $4,159+73.1% | $3,752+91.9% | $4,194+71.7% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $6,282-100.0% | $6,396-100.0% |
| Admin fee / account holder | $5,630 | $10,396-45.8% | $9,818-42.7% | $12,562-55.2% |