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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 | $166,925 | $162,136+3.0% | $152,301+9.6% | $154,746+7.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 6.21% | 91.02%-84.8pp | 80.50%-74.3pp | 172.34%-166.1pp |
| Employer contribution / active EE | $14,000 | $4,890+186.3% | $4,624+202.7% | $4,379+219.7% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,282 | $15,759-91.9% | $14,398-91.1% | $14,365-91.1% |