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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 | $162,438 | $162,136+0.2% | $152,301+6.7% | $154,746+5.0% |
| Participation rate | 84.6% | 84.1%+0.5pp | 82.4%+2.2pp | 80.7%+3.9pp |
| Annual return | 9.44% | 91.02%-81.6pp | 80.50%-71.1pp | 172.34%-162.9pp |
| Employer contribution / active EE | $1,266 | $4,890-74.1% | $4,624-72.6% | $4,379-71.1% |
| Participant deferral / active EE | $1,877 | $8,341-77.5% | $8,004-76.6% | $6,730-72.1% |
| Admin fee / account holder | $6,955 | $15,759-55.9% | $14,398-51.7% | $14,365-51.6% |