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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 | $187,018 | $154,228+21.3% | $145,433+28.6% | $137,256+36.3% |
| Participation rate | 76.5% | 83.8%-7.3pp | 82.1%-5.6pp | 80.0%-3.5pp |
| Annual return | 11.15% | 74.59%-63.4pp | 66.58%-55.4pp | 220.34%-209.2pp |
| Employer contribution / active EE | $2,899 | $4,804-39.7% | $4,554-36.3% | $4,156-30.2% |
| Participant deferral / active EE | $960 | $8,216-88.3% | $7,897-87.8% | $6,407-85.0% |
| Admin fee / account holder | $56,691 | $14,344+295.2% | $13,129+331.8% | $12,270+362.0% |