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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 | $155,555+37.7% | $146,866+45.8% | $155,188+38.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 10.38% | 115.41%-105.0pp | 102.85%-92.5pp | 148.84%-138.5pp |
| Employer contribution / active EE | $10,432 | $4,647+124.5% | $4,425+135.8% | $4,248+145.6% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,630 | $14,755-82.2% | $13,620-80.7% | $14,480-81.8% |