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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 | $222,995 | $160,028+39.3% | $147,080+51.6% | $145,884+52.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.96% | 98.60%-89.6pp | 420.17%-411.2pp | 551.85%-542.9pp |
| Employer contribution / active EE | $4,312 | $5,286-18.4% | $4,933-12.6% | $4,662-7.5% |
| Participant deferral / active EE | $2,350 | $8,422-72.1% | $8,066-70.9% | $6,690-64.9% |
| Admin fee / account holder | $7,498 | $15,030-50.1% | $12,989-42.3% | $13,392-44.0% |