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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 | $166,079 | $135,956+22.2% | $123,894+34.0% | $273,972-39.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -0.31% | 56.63%-56.9pp | 47.52%-47.8pp | 41.46%-41.8pp |
| Employer contribution / active EE | $8,000 | $5,170+54.7% | $4,617+73.3% | $4,869+64.3% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,205 | $9,817-47.0% | $8,357-37.7% | $10,133-48.6% |