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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 | $200,769 | $160,070+25.4% | $147,117+36.5% | $145,897+37.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.17% | 98.69%-92.5pp | 420.54%-414.4pp | 552.29%-546.1pp |
| Employer contribution / active EE | $24,996 | $5,285+373.0% | $4,932+406.8% | $4,663+436.1% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $7,852 | $15,035-47.8% | $12,993-39.6% | $13,390-41.4% |