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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 | $134,636 | $172,111-21.8% | $150,298-10.4% | $137,256-1.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.25% | 69.37%-60.1pp | 62.79%-53.5pp | 220.34%-211.1pp |
| Employer contribution / active EE | $7,813 | $4,636+68.5% | $4,154+88.1% | $4,156+88.0% |
| Participant deferral / active EE | $1,558 | $6,166-74.7% | $5,453-71.4% | $6,407-75.7% |
| Admin fee / account holder | $1,059 | $16,471-93.6% | $14,116-92.5% | $12,270-91.4% |