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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 | $179,431 | $148,629+20.7% | $135,982+32.0% | $139,487+28.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.40% | 79.33%-69.9pp | 68.32%-58.9pp | 373.84%-364.4pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $924 | $8,102-88.6% | $7,760-88.1% | $6,713-86.2% |
| Admin fee / account holder | $1,010 | $12,406-91.9% | $10,767-90.6% | $11,407-91.1% |