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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 | $207,484 | $160,028+29.7% | $147,080+41.1% | $145,884+42.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.44% | 98.60%-91.2pp | 420.17%-412.7pp | 551.85%-544.4pp |
| Employer contribution / active EE | $30,757 | $5,286+481.9% | $4,933+523.5% | $4,662+559.7% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $7,909 | $15,030-47.4% | $12,989-39.1% | $13,392-40.9% |