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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 | $201,301 | $190,879+5.5% | $160,009+25.8% | $134,532+49.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -22.39% | 552.63%-575.0pp | 408.85%-431.2pp | 418.27%-440.7pp |
| Employer contribution / active EE | $1,236 | $4,995-75.3% | $4,225-70.8% | $4,741-73.9% |
| Participant deferral / active EE | $1,236 | $6,924-82.2% | $6,183-80.0% | $6,401-80.7% |
| Admin fee / account holder | $1,448 | $10,495-86.2% | $8,715-83.4% | $11,429-87.3% |