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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 | $186,078 | $124,980+48.9% | $108,359+71.7% | $154,746+20.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 7.34% | 45.00%-37.7pp | 36.89%-29.6pp | 172.34%-165.0pp |
| Employer contribution / active EE | $2,039 | $2,851-28.5% | $2,399-15.0% | $4,379-53.4% |
| Participant deferral / active EE | $311 | $4,743-93.4% | $4,137-92.5% | $6,730-95.4% |
| Admin fee / account holder | $6,421 | $11,502-44.2% | $9,741-34.1% | $14,365-55.3% |