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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 | $165,305 | $180,749-8.5% | $160,784+2.8% | $137,256+20.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 9.97% | 2234.46%-2224.5pp | 1803.92%-1794.0pp | 220.34%-210.4pp |
| Employer contribution / active EE | $7,200 | $4,155+73.3% | $3,733+92.9% | $4,156+73.2% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,630 | $10,397-45.8% | $9,717-42.1% | $12,270-54.1% |