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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 | $237,055 | $154,228+53.7% | $145,433+63.0% | $137,256+72.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 5.62% | 74.59%-69.0pp | 66.58%-61.0pp | 220.34%-214.7pp |
| Employer contribution / active EE | $5,714 | $4,804+18.9% | $4,554+25.5% | $4,156+37.5% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,762 | $14,344-80.7% | $13,129-79.0% | $12,270-77.5% |