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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 | $103,281 | $175,259-41.1% | $149,723-31.0% | $139,487-26.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.15% | 166.82%-156.7pp | 134.50%-124.3pp | 373.84%-363.7pp |
| Employer contribution / active EE | $20,503 | $5,478+274.3% | $4,821+325.3% | $4,755+331.2% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $3,642 | $16,158-77.5% | $13,215-72.4% | $11,407-68.1% |