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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 | $187,930 | $197,637-4.9% | $177,848+5.7% | $158,982+18.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 0.13% | 58.77%-58.6pp | 48.33%-48.2pp | 302.99%-302.9pp |
| Employer contribution / active EE | $6,741 | $6,698+0.6% | $5,919+13.9% | $4,763+41.5% |
| Participant deferral / active EE | $2,681 | $8,405-68.1% | $7,714-65.2% | $5,983-55.2% |
| Admin fee / account holder | $5,700 | $15,406-63.0% | $12,431-54.1% | $11,252-49.3% |