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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 | $189,442 | $174,379+8.6% | $152,093+24.6% | $138,895+36.4% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 9.80% | 74.86%-65.1pp | 66.36%-56.6pp | 145.39%-135.6pp |
| Employer contribution / active EE | $3,793 | $4,652-18.5% | $4,175-9.2% | $4,194-9.6% |
| Participant deferral / active EE | $1,514 | $6,159-75.4% | $5,451-72.2% | $6,396-76.3% |
| Admin fee / account holder | $1,298 | $16,880-92.3% | $14,497-91.0% | $12,562-89.7% |