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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 | $230,396 | $156,398+47.3% | $147,318+56.4% | $138,895+65.9% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 8.84% | 78.75%-69.9pp | 70.43%-61.6pp | 145.39%-136.6pp |
| Employer contribution / active EE | $1,722 | $4,853-64.5% | $4,593-62.5% | $4,194-58.9% |
| Participant deferral / active EE | $2,248 | $8,237-72.7% | $7,906-71.6% | $6,396-64.9% |
| Admin fee / account holder | $996 | $14,976-93.3% | $13,708-92.7% | $12,562-92.1% |