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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 | $239,979 | $201,370+19.2% | $184,256+30.2% | $145,897+64.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.18% | 29.05%-19.9pp | 28.85%-19.7pp | 552.29%-543.1pp |
| Employer contribution / active EE | $9,493 | $7,024+35.2% | $6,427+47.7% | $4,663+103.6% |
| Participant deferral / active EE | $304 | $9,808-96.9% | $9,133-96.7% | $6,689-95.5% |
| Admin fee / account holder | $31,084 | $16,364+90.0% | $13,899+123.6% | $13,390+132.1% |