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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 | $169,367 | $165,399+2.4% | $149,745+13.1% | $158,982+6.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.17% | 348.34%-343.2pp | 276.72%-271.6pp | 302.99%-297.8pp |
| Employer contribution / active EE | $6,022 | $5,105+18.0% | $4,646+29.6% | $4,763+26.4% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $417 | $10,811-96.1% | $9,312-95.5% | $11,252-96.3% |