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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 | $189,330 | $103,392+83.1% | $87,104+117.4% | $152,897+23.8% |
| Participation rate | 91.3% | 79.4%+12.0pp | 76.9%+14.4pp | 82.5%+8.9pp |
| Annual return | 5.96% | 28.10%-22.1pp | 28.19%-22.2pp | 345.43%-339.5pp |
| Employer contribution / active EE | $1,558 | $3,221-51.6% | $2,521-38.2% | $4,764-67.3% |
| Participant deferral / active EE | $212 | $4,778-95.6% | $4,048-94.8% | $5,851-96.4% |
| Admin fee / account holder | $8,206 | $12,194-32.7% | $7,491+9.5% | $11,599-29.3% |