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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 | $155,555+35.9% | $146,866+43.9% | $155,188+36.2% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.5%+7.5pp | 80.8%+9.2pp |
| Annual return | 6.77% | 115.41%-108.6pp | 102.85%-96.1pp | 148.84%-142.1pp |
| Employer contribution / active EE | $10,000 | $4,647+115.2% | $4,425+126.0% | $4,248+135.4% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $5,653 | $14,755-61.7% | $13,620-58.5% | $14,480-61.0% |