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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 | $94,628 | $114,119-17.1% | $107,187-11.7% | $138,895-31.9% |
| Participation rate | 93.8% | 78.1%+15.7pp | 75.0%+18.7pp | 79.9%+13.8pp |
| Annual return | 7.86% | 273.21%-265.3pp | 204.55%-196.7pp | 145.39%-137.5pp |
| Employer contribution / active EE | $10,569 | $4,059+160.4% | $3,782+179.4% | $4,194+152.0% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,072 | $10,024-89.3% | $9,162-88.3% | $12,562-91.5% |