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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 | $197,212 | $183,516+7.5% | $155,534+26.8% | $145,884+35.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.98% | 61.43%-53.4pp | 64.92%-56.9pp | 551.85%-543.9pp |
| Employer contribution / active EE | $2,836 | $5,315-46.6% | $4,675-39.3% | $4,662-39.2% |
| Participant deferral / active EE | $761 | $6,467-88.2% | $5,630-86.5% | $6,690-88.6% |
| Admin fee / account holder | $1,785 | $19,293-90.7% | $15,900-88.8% | $13,392-86.7% |