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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 | $96,292 | $63,346+52.0% | $92,240+4.4% | $70,126+37.3% |
| Participation rate | 98.1% | 68.7%+29.4pp | 76.5%+21.6pp | 69.5%+28.6pp |
| Annual return | 9.25% | 530.19%-520.9pp | 176.29%-167.0pp | 73.15%-63.9pp |
| Employer contribution / active EE | $8,171 | $2,471+230.7% | $3,680+122.1% | $2,343+248.8% |
| Participant deferral / active EE | $595 | $2,854-79.2% | $3,897-84.7% | $3,332-82.2% |
| Admin fee / account holder | $4,410 | $3,841+14.8% | $5,194-15.1% | $4,645-5.1% |