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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 | $125,300 | $176,120-28.9% | $159,487-21.4% | $167,553-25.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.59% | 331.95%-322.4pp | 263.71%-254.1pp | 478.89%-469.3pp |
| Employer contribution / active EE | $4,477 | $5,299-15.5% | $4,831-7.3% | $4,840-7.5% |
| Participant deferral / active EE | $1,366 | $7,752-82.4% | $7,354-81.4% | $6,343-78.5% |
| Admin fee / account holder | $5,659 | $12,561-54.9% | $10,804-47.6% | $12,316-54.1% |