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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 | $178,574 | $156,398+14.2% | $147,318+21.2% | $138,895+28.6% |
| Participation rate | 81.8% | 83.8%-1.9pp | 82.1%-0.2pp | 79.9%+1.9pp |
| Annual return | 8.99% | 78.75%-69.8pp | 70.43%-61.4pp | 145.39%-136.4pp |
| Employer contribution / active EE | $2,265 | $4,853-53.3% | $4,593-50.7% | $4,194-46.0% |
| Participant deferral / active EE | $2,423 | $8,237-70.6% | $7,906-69.4% | $6,396-62.1% |
| Admin fee / account holder | $26,406 | $14,976+76.3% | $13,708+92.6% | $12,562+110.2% |