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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 | $207,978 | $217,427-4.3% | $185,837+11.9% | $167,518+24.2% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 7.79% | 148.39%-140.6pp | 122.08%-114.3pp | 478.71%-470.9pp |
| Employer contribution / active EE | $8,737 | $5,874+48.7% | $5,168+69.1% | $4,838+80.6% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,673 | $19,816-91.6% | $16,241-89.7% | $12,312-86.4% |