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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 | $217,897 | $162,136+34.4% | $152,301+43.1% | $154,746+40.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.95% | 91.02%-80.1pp | 80.50%-69.5pp | 172.34%-161.4pp |
| Employer contribution / active EE | $14,881 | $4,890+204.3% | $4,624+221.8% | $4,379+239.8% |
| Participant deferral / active EE | $377 | $8,341-95.5% | $8,004-95.3% | $6,730-94.4% |
| Admin fee / account holder | $3,111 | $15,759-80.3% | $14,398-78.4% | $14,365-78.3% |