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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 | $189,196 | $126,661+49.4% | $113,397+66.8% | $138,895+36.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 6.76% | 25.05%-18.3pp | 23.20%-16.4pp | 145.39%-138.6pp |
| Employer contribution / active EE | $2,352 | $3,456-31.9% | $2,977-21.0% | $4,194-43.9% |
| Participant deferral / active EE | $1,216 | $5,693-78.6% | $5,076-76.0% | $6,396-81.0% |
| Admin fee / account holder | $38,792 | $14,549+166.6% | $11,957+224.4% | $12,562+208.8% |