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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 | $32,767 | $162,136-79.8% | $152,301-78.5% | $154,746-78.8% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 10.75% | 91.02%-80.3pp | 80.50%-69.8pp | 172.34%-161.6pp |
| Employer contribution / active EE | $7,088 | $4,890+44.9% | $4,624+53.3% | $4,379+61.9% |
| Participant deferral / active EE | $860 | $8,341-89.7% | $8,004-89.3% | $6,730-87.2% |
| Admin fee / account holder | $367 | $15,759-97.7% | $14,398-97.5% | $14,365-97.4% |