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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 | $188,689 | $78,027+141.8% | $178,528+5.7% | $80,925+133.2% |
| Participation rate | 91.2% | 65.7%+25.6pp | 77.1%+14.1pp | 67.7%+23.6pp |
| Annual return | -6.41% | 18.09%-24.5pp | 27.11%-33.5pp | 35.65%-42.1pp |
| Employer contribution / active EE | $11,888 | $2,281+421.1% | $3,950+200.9% | $2,756+331.3% |
| Participant deferral / active EE | $0 | $4,408-100.0% | $6,278-100.0% | $4,299-100.0% |
| Admin fee / account holder | $10,447 | $7,168+45.8% | $10,419+0.3% | $6,940+50.5% |