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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 | $216,824 | $202,345+7.2% | $172,755+25.5% | $152,885+41.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 10.58% | 1029.77%-1019.2pp | 802.94%-792.4pp | 345.39%-334.8pp |
| Employer contribution / active EE | $6,947 | $5,858+18.6% | $5,144+35.0% | $4,763+45.8% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,789 | $17,111-60.3% | $13,955-51.4% | $11,598-41.5% |