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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 | $200,685 | $162,136+23.8% | $152,301+31.8% | $154,746+29.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 9.90% | 91.02%-81.1pp | 80.50%-70.6pp | 172.34%-162.4pp |
| Employer contribution / active EE | $15,000 | $4,890+206.7% | $4,624+224.4% | $4,379+242.5% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,699 | $15,759-76.5% | $14,398-74.3% | $14,365-74.3% |