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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 | $126,160 | $107,353+17.5% | $92,903+35.8% | $152,885-17.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 2.78% | 145.62%-142.8pp | 109.43%-106.7pp | 345.39%-342.6pp |
| Employer contribution / active EE | $5,387 | $4,222+27.6% | $3,653+47.5% | $4,763+13.1% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,221 | $7,081-54.5% | $5,795-44.4% | $11,598-72.2% |