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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 | $216,121 | $110,039+96.4% | $97,260+122.2% | $145,884+48.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 4.83% | 244.44%-239.6pp | 75.54%-70.7pp | 551.85%-547.0pp |
| Employer contribution / active EE | $35,539 | $3,074+1056.0% | $2,721+1206.0% | $4,662+662.3% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,262-100.0% | $6,690-100.0% |
| Admin fee / account holder | $915 | $6,204-85.3% | $5,640-83.8% | $13,392-93.2% |