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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 | $237,503 | $172,111+38.0% | $150,298+58.0% | $137,256+73.0% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 2.20% | 69.37%-67.2pp | 62.79%-60.6pp | 220.34%-218.1pp |
| Employer contribution / active EE | $979 | $4,636-78.9% | $4,154-76.4% | $4,156-76.4% |
| Participant deferral / active EE | $51 | $6,166-99.2% | $5,453-99.1% | $6,407-99.2% |
| Admin fee / account holder | $5,384 | $16,471-67.3% | $14,116-61.9% | $12,270-56.1% |