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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 | $239,559 | $153,769+55.8% | $133,975+78.8% | $273,972-12.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -3.52% | 36.51%-40.0pp | 29.29%-32.8pp | 41.46%-45.0pp |
| Employer contribution / active EE | $14,240 | $6,029+136.2% | $5,211+173.3% | $4,869+192.5% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $19,097 | $11,765+62.3% | $9,324+104.8% | $10,133+88.5% |