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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 | $232,894 | $223,823+4.1% | $211,142+10.3% | $154,746+50.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 7.33% | 50.39%-43.1pp | 46.84%-39.5pp | 172.34%-165.0pp |
| Employer contribution / active EE | $1,800 | $6,787-73.5% | $6,442-72.1% | $4,379-58.9% |
| Participant deferral / active EE | $1,800 | $9,750-81.5% | $9,284-80.6% | $6,730-73.3% |
| Admin fee / account holder | $2,754 | $19,707-86.0% | $19,076-85.6% | $14,365-80.8% |