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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 | $125,395 | $108,912+15.1% | $100,383+24.9% | $145,959-14.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 7.62% | 57.96%-50.3pp | 49.26%-41.6pp | 561.95%-554.3pp |
| Employer contribution / active EE | $2,539 | $4,423-42.6% | $3,944-35.6% | $4,661-45.5% |
| Participant deferral / active EE | $2,053 | $8,451-75.7% | $8,086-74.6% | $6,689-69.3% |
| Admin fee / account holder | $27,198 | $9,690+180.7% | $7,900+244.3% | $13,398+103.0% |