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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 | $77,298 | $72,071+7.3% | $68,368+13.1% | $137,256-43.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 9.70% | 353.14%-343.4pp | 292.57%-282.9pp | 220.34%-210.6pp |
| Employer contribution / active EE | $37,194 | $2,788+1234.1% | $2,649+1304.1% | $4,156+794.9% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $337 | $5,336-93.7% | $5,150-93.5% | $12,270-97.3% |