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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 | $104,368 | $171,867-39.3% | $149,721-30.3% | $147,586-29.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 6.67% | 2113.36%-2106.7pp | 1501.67%-1495.0pp | 578.59%-571.9pp |
| Employer contribution / active EE | $5,730 | $6,275-8.7% | $5,444+5.3% | $4,876+17.5% |
| Participant deferral / active EE | $2,359 | $7,270-67.6% | $6,568-64.1% | $5,439-56.6% |
| Admin fee / account holder | $1,016 | $13,799-92.6% | $11,282-91.0% | $10,886-90.7% |