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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 | $194,697 | $174,379+11.7% | $152,093+28.0% | $138,895+40.2% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | 9.45% | 74.86%-65.4pp | 66.36%-56.9pp | 145.39%-135.9pp |
| Employer contribution / active EE | $9,534 | $4,652+105.0% | $4,175+128.4% | $4,194+127.3% |
| Participant deferral / active EE | $4 | $6,159-99.9% | $5,451-99.9% | $6,396-99.9% |
| Admin fee / account holder | $15,337 | $16,880-9.1% | $14,497+5.8% | $12,562+22.1% |