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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 | $141,851 | $174,379-18.7% | $152,093-6.7% | $138,895+2.1% |
| Participation rate | 95.8% | 81.6%+14.2pp | 77.8%+18.1pp | 79.9%+15.9pp |
| Annual return | 9.84% | 74.86%-65.0pp | 66.36%-56.5pp | 145.39%-135.5pp |
| Employer contribution / active EE | $2,694 | $4,652-42.1% | $4,175-35.5% | $4,194-35.8% |
| Participant deferral / active EE | $1,498 | $6,159-75.7% | $5,451-72.5% | $6,396-76.6% |
| Admin fee / account holder | $5,593 | $16,880-66.9% | $14,497-61.4% | $12,562-55.5% |