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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 | $207,448 | $217,432-4.6% | $185,849+11.6% | $167,536+23.8% |
| Participation rate | 87.5% | 86.1%+1.4pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 6.95% | 148.42%-141.5pp | 122.10%-115.2pp | 478.82%-471.9pp |
| Employer contribution / active EE | $8,562 | $5,875+45.7% | $5,169+65.6% | $4,839+76.9% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,916 | $19,818-85.3% | $16,244-82.0% | $12,315-76.3% |