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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 | $134,062 | $157,304-14.8% | $141,197-5.1% | $152,909-12.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 5.04% | 64.34%-59.3pp | 71.41%-66.4pp | 345.46%-340.4pp |
| Employer contribution / active EE | $16,250 | $5,263+208.8% | $4,736+243.1% | $4,764+241.1% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,537 | $12,126-87.3% | $10,265-85.0% | $11,601-86.8% |