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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 | $141,612 | $174,379-18.8% | $152,093-6.9% | $138,895+2.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 9.87% | 74.86%-65.0pp | 66.36%-56.5pp | 145.39%-135.5pp |
| Employer contribution / active EE | $6,391 | $4,652+37.4% | $4,175+53.1% | $4,194+52.4% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $344 | $16,880-98.0% | $14,497-97.6% | $12,562-97.3% |