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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 | $172,111-17.7% | $150,298-5.8% | $137,256+3.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.87% | 69.37%-59.5pp | 62.79%-52.9pp | 220.34%-210.5pp |
| Employer contribution / active EE | $6,391 | $4,636+37.8% | $4,154+53.8% | $4,156+53.8% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $344 | $16,471-97.9% | $14,116-97.6% | $12,270-97.2% |