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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 | $99,247 | $217,432-54.4% | $185,849-46.6% | $167,536-40.8% |
| Participation rate | 93.8% | 86.1%+7.7pp | 81.7%+12.0pp | 82.1%+11.6pp |
| Annual return | 7.36% | 148.42%-141.1pp | 122.10%-114.7pp | 478.82%-471.5pp |
| Employer contribution / active EE | $6,913 | $5,875+17.7% | $5,169+33.7% | $4,839+42.8% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $8,526 | $19,818-57.0% | $16,244-47.5% | $12,315-30.8% |