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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 | $170,105 | $162,136+4.9% | $152,301+11.7% | $154,746+9.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.82% | 91.02%-80.2pp | 80.50%-69.7pp | 172.34%-161.5pp |
| Employer contribution / active EE | $1,492 | $4,890-69.5% | $4,624-67.7% | $4,379-65.9% |
| Participant deferral / active EE | $2,110 | $8,341-74.7% | $8,004-73.6% | $6,730-68.7% |
| Admin fee / account holder | $83,035 | $15,759+426.9% | $14,398+476.7% | $14,365+478.0% |