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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 | $154,228+41.3% | $145,433+49.8% | $137,256+58.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.95% | 74.59%-63.6pp | 66.58%-55.6pp | 220.34%-209.4pp |
| Employer contribution / active EE | $14,881 | $4,804+209.8% | $4,554+226.7% | $4,156+258.0% |
| Participant deferral / active EE | $377 | $8,216-95.4% | $7,897-95.2% | $6,407-94.1% |
| Admin fee / account holder | $3,111 | $14,344-78.3% | $13,129-76.3% | $12,270-74.6% |