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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 | $178,809 | $166,242+7.6% | $165,071+8.3% | $145,884+22.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.45% | 100.44%-93.0pp | 70.17%-62.7pp | 551.85%-544.4pp |
| Employer contribution / active EE | $6,145 | $5,283+16.3% | $4,347+41.3% | $4,662+31.8% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,385 | $16,658-85.7% | $12,695-81.2% | $13,392-82.2% |