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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 | $192,847 | $124,425+55.0% | $112,040+72.1% | $137,256+40.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 7.72% | 24.72%-17.0pp | 24.52%-16.8pp | 220.34%-212.6pp |
| Employer contribution / active EE | $11,053 | $3,411+224.0% | $2,954+274.2% | $4,156+166.0% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $15,734 | $15,207+3.5% | $12,098+30.1% | $12,270+28.2% |