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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 | $161,206 | $62,672+157.2% | $185,117-12.9% | $70,126+129.9% |
| Participation rate | 88.5% | 63.8%+24.7pp | 77.3%+11.2pp | 69.5%+18.9pp |
| Annual return | 10.22% | 40.79%-30.6pp | 40.50%-30.3pp | 73.15%-62.9pp |
| Employer contribution / active EE | $2,320 | $1,753+32.3% | $4,182-44.5% | $2,343-1.0% |
| Participant deferral / active EE | $982 | $3,272-70.0% | $5,045-80.5% | $3,332-70.5% |
| Admin fee / account holder | $5,421 | $3,932+37.9% | $8,159-33.6% | $4,645+16.7% |