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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 | $241,158 | $88,778+171.6% | $81,844+194.7% | $145,884+65.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.62% | 1033.03%-1024.4pp | 778.87%-770.3pp | 551.85%-543.2pp |
| Employer contribution / active EE | $5,769 | $3,087+86.9% | $2,916+97.8% | $4,662+23.7% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $7,448 | $8,430-11.6% | $7,355+1.3% | $13,392-44.4% |