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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 | $216,413 | $175,212+23.5% | $149,682+44.6% | $139,427+55.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.35% | 166.63%-158.3pp | 134.35%-126.0pp | 373.27%-364.9pp |
| Employer contribution / active EE | $1,736 | $5,475-68.3% | $4,818-64.0% | $4,752-63.5% |
| Participant deferral / active EE | $72 | $6,520-98.9% | $5,681-98.7% | $6,711-98.9% |
| Admin fee / account holder | $558 | $16,150-96.5% | $13,210-95.8% | $11,404-95.1% |