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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 | $92,162 | $129,737-29.0% | $119,126-22.6% | $154,746-40.4% |
| Participation rate | 92.9% | 78.9%+14.0pp | 75.8%+17.1pp | 80.7%+12.2pp |
| Annual return | 8.99% | 379.08%-370.1pp | 282.11%-273.1pp | 172.34%-163.3pp |
| Employer contribution / active EE | $7,393 | $4,375+69.0% | $4,034+83.3% | $4,379+68.8% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,487 | $11,961-70.8% | $10,693-67.4% | $14,365-75.7% |