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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 | $108,942+15.1% | $100,415+24.9% | $145,897-14.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 7.62% | 58.27%-50.7pp | 49.47%-41.9pp | 552.29%-544.7pp |
| Employer contribution / active EE | $2,539 | $4,422-42.6% | $3,943-35.6% | $4,663-45.5% |
| Participant deferral / active EE | $2,053 | $8,461-75.7% | $8,091-74.6% | $6,689-69.3% |
| Admin fee / account holder | $27,198 | $9,702+180.3% | $7,906+244.0% | $13,390+103.1% |