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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 | $108,043 | $54,757+97.3% | $90,300+19.6% | $72,983+48.0% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 5.47% | 30.63%-25.2pp | 78.11%-72.6pp | 81.01%-75.5pp |
| Employer contribution / active EE | $10,638 | $2,092+408.4% | $2,854+272.7% | $2,440+336.0% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,884-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,838 | $3,972+21.8% | $5,353-9.6% | $5,124-5.6% |