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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 | $178,856 | $217,432-17.7% | $185,851-3.8% | $167,553+6.7% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 5.06% | 148.43%-143.4pp | 122.11%-117.1pp | 478.89%-473.8pp |
| Employer contribution / active EE | $15,211 | $5,874+158.9% | $5,168+194.3% | $4,840+214.3% |
| Participant deferral / active EE | $1,625 | $6,357-74.4% | $5,569-70.8% | $6,343-74.4% |
| Admin fee / account holder | $9,158 | $19,820-53.8% | $16,245-43.6% | $12,316-25.6% |