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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 | $243,554 | $154,228+57.9% | $145,433+67.5% | $137,256+77.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.18% | 74.59%-62.4pp | 66.58%-54.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $31,259 | $4,804+550.7% | $4,554+586.3% | $4,156+652.1% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $8,632 | $14,344-39.8% | $13,129-34.3% | $12,270-29.6% |