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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 | $159,934+39.4% | $147,005+51.7% | $145,959+52.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.96% | 98.24%-89.3pp | 418.76%-409.8pp | 561.95%-553.0pp |
| Employer contribution / active EE | $4,312 | $5,287-18.4% | $4,934-12.6% | $4,661-7.5% |
| Participant deferral / active EE | $2,350 | $8,427-72.1% | $8,070-70.9% | $6,689-64.9% |
| Admin fee / account holder | $7,498 | $15,053-50.2% | $13,006-42.3% | $13,398-44.0% |