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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 | $214,185 | $156,398+36.9% | $147,318+45.4% | $138,895+54.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.38% | 78.75%-68.4pp | 70.43%-60.0pp | 145.39%-135.0pp |
| Employer contribution / active EE | $10,432 | $4,853+115.0% | $4,593+127.1% | $4,194+148.7% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,630 | $14,976-82.4% | $13,708-80.8% | $12,562-79.1% |