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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 | $125,047 | $202,342-38.2% | $172,752-27.6% | $152,897-18.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 6.09% | 1029.83%-1023.7pp | 802.97%-796.9pp | 345.43%-339.3pp |
| Employer contribution / active EE | $7,185 | $5,858+22.7% | $5,144+39.7% | $4,764+50.8% |
| Participant deferral / active EE | $1,813 | $5,948-69.5% | $5,198-65.1% | $5,851-69.0% |
| Admin fee / account holder | $2,908 | $17,111-83.0% | $13,955-79.2% | $11,599-74.9% |