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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 | $211,383 | $162,136+30.4% | $152,301+38.8% | $154,746+36.6% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 6.77% | 91.02%-84.3pp | 80.50%-73.7pp | 172.34%-165.6pp |
| Employer contribution / active EE | $10,000 | $4,890+104.5% | $4,624+116.2% | $4,379+128.4% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $5,653 | $15,759-64.1% | $14,398-60.7% | $14,365-60.6% |