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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 | $142,546 | $135,956+4.8% | $123,894+15.1% | $273,972-48.0% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 0.77% | 56.63%-55.9pp | 47.52%-46.8pp | 41.46%-40.7pp |
| Employer contribution / active EE | $7,263 | $5,170+40.5% | $4,617+57.3% | $4,869+49.2% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,309 | $9,817-66.3% | $8,357-60.4% | $10,133-67.3% |