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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 | $154,670 | $127,387+21.4% | $115,038+34.5% | $125,389+23.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -6.92% | 31.28%-38.2pp | 26.14%-33.1pp | 282.24%-289.2pp |
| Employer contribution / active EE | $1,133 | $5,166-78.1% | $4,608-75.4% | $4,866-76.7% |
| Participant deferral / active EE | $1,145 | $6,423-82.2% | $6,026-81.0% | $5,352-78.6% |
| Admin fee / account holder | $14,306 | $9,516+50.3% | $8,175+75.0% | $9,541+49.9% |