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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 | $246,685 | $198,457+24.3% | $170,435+44.7% | $147,586+67.1% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 6.64% | 257.30%-250.7pp | 205.94%-199.3pp | 578.59%-572.0pp |
| Employer contribution / active EE | $5,927 | $6,183-4.1% | $5,432+9.1% | $4,876+21.5% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $126,394 | $16,852+650.0% | $13,881+810.6% | $10,886+1061.1% |