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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 | $183,953 | $154,228+19.3% | $145,433+26.5% | $137,256+34.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.87% | 74.59%-63.7pp | 66.58%-55.7pp | 220.34%-209.5pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,011 | $8,216-87.7% | $7,897-87.2% | $6,407-84.2% |
| Admin fee / account holder | $5,562 | $14,344-61.2% | $13,129-57.6% | $12,270-54.7% |