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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 | $123,506 | $109,872+12.4% | $98,483+25.4% | $167,536-26.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.65% | 1959.31%-1950.7pp | 1494.38%-1485.7pp | 478.82%-470.2pp |
| Employer contribution / active EE | $4,851 | $3,225+50.4% | $2,961+63.9% | $4,839+0.3% |
| Participant deferral / active EE | $752 | $4,673-83.9% | $4,276-82.4% | $6,342-88.1% |
| Admin fee / account holder | $2,987 | $6,757-55.8% | $5,953-49.8% | $12,315-75.7% |