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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 | $232,323 | $209,422+10.9% | $178,503+30.2% | $158,982+46.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.27% | 188.81%-183.5pp | 151.12%-145.8pp | 302.99%-297.7pp |
| Employer contribution / active EE | $19,151 | $5,707+235.6% | $5,011+282.2% | $4,763+302.1% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $9,042 | $17,079-47.1% | $13,987-35.4% | $11,252-19.6% |