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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 | $216,723 | $136,860+58.4% | $120,344+80.1% | $154,746+40.1% |
| Participation rate | 80.0% | 79.9%+0.1pp | 76.7%+3.3pp | 80.7%-0.7pp |
| Annual return | 8.32% | 21.38%-13.1pp | 20.30%-12.0pp | 172.34%-164.0pp |
| Employer contribution / active EE | $7,059 | $3,533+99.8% | $3,020+133.7% | $4,379+61.2% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,624 | $15,393-82.9% | $12,742-79.4% | $14,365-81.7% |