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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 | $132,967 | $148,623-10.5% | $135,974-2.2% | $139,466-4.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 6.62% | 79.30%-72.7pp | 68.30%-61.7pp | 373.66%-367.0pp |
| Employer contribution / active EE | $22,513 | $5,246+329.1% | $4,859+363.3% | $4,754+373.6% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,540 | $12,406-87.6% | $10,767-85.7% | $11,409-86.5% |