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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 | $157,366 | $166,131-5.3% | $164,975-4.6% | $145,877+7.9% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 5.74% | 100.37%-94.6pp | 70.12%-64.4pp | 551.28%-545.5pp |
| Employer contribution / active EE | $2,354 | $5,276-55.4% | $4,343-45.8% | $4,663-49.5% |
| Participant deferral / active EE | $1,780 | $6,962-74.4% | $6,033-70.5% | $6,691-73.4% |
| Admin fee / account holder | $2,577 | $16,648-84.5% | $12,688-79.7% | $13,402-80.8% |