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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 | $230,940 | $111,535+107.1% | $105,223+119.5% | $137,256+68.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 9.25% | 237.85%-228.6pp | 180.65%-171.4pp | 220.34%-211.1pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,412 | $5,500-74.3% | $5,072-72.2% | $6,407-78.0% |
| Admin fee / account holder | $2,524 | $9,721-74.0% | $8,859-71.5% | $12,270-79.4% |