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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 | $103,149 | $217,432-52.6% | $185,851-44.5% | $167,553-38.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 6.07% | 148.43%-142.4pp | 122.11%-116.0pp | 478.89%-472.8pp |
| Employer contribution / active EE | $25,000 | $5,874+325.6% | $5,168+383.7% | $4,840+416.6% |
| Participant deferral / active EE | $2,000 | $6,357-68.5% | $5,569-64.1% | $6,343-68.5% |
| Admin fee / account holder | $2,373 | $19,820-88.0% | $16,245-85.4% | $12,316-80.7% |