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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 | $70,277 | $63,346+10.9% | $92,240-23.8% | $70,126+0.2% |
| Participation rate | 82.4% | 68.7%+13.7pp | 76.5%+5.9pp | 69.5%+12.8pp |
| Annual return | 9.51% | 530.19%-520.7pp | 176.29%-166.8pp | 73.15%-63.6pp |
| Employer contribution / active EE | $4,407 | $2,471+78.3% | $3,680+19.8% | $2,343+88.1% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $7,215 | $3,841+87.9% | $5,194+38.9% | $4,645+55.3% |