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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 | $120,815 | $183,988-34.3% | $162,177-25.5% | $152,897-21.0% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.5%+3.3pp |
| Annual return | 7.23% | 150.79%-143.6pp | 115.60%-108.4pp | 345.43%-338.2pp |
| Employer contribution / active EE | $2,001 | $6,370-68.6% | $5,613-64.3% | $4,764-58.0% |
| Participant deferral / active EE | $1,621 | $8,032-79.8% | $7,297-77.8% | $5,851-72.3% |
| Admin fee / account holder | $528 | $13,123-96.0% | $10,843-95.1% | $11,599-95.4% |