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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 | $107,642 | $209,336-48.6% | $197,124-45.4% | $137,256-21.6% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.7%+0.8pp | 80.0%+7.5pp |
| Annual return | 6.27% | 48.09%-41.8pp | 44.34%-38.1pp | 220.34%-214.1pp |
| Employer contribution / active EE | $2,739 | $6,591-58.4% | $6,227-56.0% | $4,156-34.1% |
| Participant deferral / active EE | $2,764 | $9,614-71.2% | $9,135-69.7% | $6,407-56.9% |
| Admin fee / account holder | $93,730 | $17,308+441.6% | $16,298+475.1% | $12,270+663.9% |