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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 | $123,658 | $118,708+4.2% | $98,920+25.0% | $158,982-22.2% |
| Participation rate | 85.7% | 77.8%+7.9pp | 76.0%+9.7pp | 82.0%+3.7pp |
| Annual return | 2.64% | 372.49%-369.8pp | 196.47%-193.8pp | 302.99%-300.3pp |
| Employer contribution / active EE | $13,214 | $3,334+296.4% | $2,689+391.3% | $4,763+177.4% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,380 | $10,134-76.5% | $6,643-64.2% | $11,252-78.8% |