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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 | $57,632 | $165,381-65.2% | $149,730-61.5% | $158,966-63.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.16% | 348.29%-343.1pp | 276.70%-271.5pp | 302.95%-297.8pp |
| Employer contribution / active EE | $7,500 | $5,104+46.9% | $4,645+61.5% | $4,762+57.5% |
| Participant deferral / active EE | $2,325 | $7,182-67.6% | $6,843-66.0% | $5,983-61.1% |
| Admin fee / account holder | $12,074 | $10,809+11.7% | $9,310+29.7% | $11,250+7.3% |