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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 | $182,158 | $166,268+9.6% | $165,100+10.3% | $145,897+24.9% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 5.85% | 100.52%-94.7pp | 70.21%-64.4pp | 552.29%-546.4pp |
| Employer contribution / active EE | $1,367 | $5,284-74.1% | $4,348-68.6% | $4,663-70.7% |
| Participant deferral / active EE | $1,863 | $6,964-73.3% | $6,035-69.1% | $6,689-72.2% |
| Admin fee / account holder | $4,604 | $16,659-72.4% | $12,696-63.7% | $13,390-65.6% |