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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 | $215,718 | $148,582+45.2% | $135,942+58.7% | $139,456+54.7% |
| Participation rate | 92.3% | 83.9%+8.5pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 9.31% | 79.26%-69.9pp | 68.28%-59.0pp | 373.45%-364.1pp |
| Employer contribution / active EE | $3,077 | $5,245-41.3% | $4,858-36.7% | $4,753-35.3% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $7,436 | $12,402-40.0% | $10,764-30.9% | $11,407-34.8% |