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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 | $170,159 | $132,634+28.3% | $115,768+47.0% | $137,256+24.0% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.4%+13.1pp | 80.0%+7.5pp |
| Annual return | 7.60% | 160.70%-153.1pp | 100.46%-92.9pp | 220.34%-212.7pp |
| Employer contribution / active EE | $3,125 | $3,360-7.0% | $2,940+6.3% | $4,156-24.8% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $10,815 | $15,028-28.0% | $12,439-13.1% | $12,270-11.9% |