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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 | $167,607 | $148,623+12.8% | $135,974+23.3% | $139,466+20.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.74% | 79.30%-74.6pp | 68.30%-63.6pp | 373.66%-368.9pp |
| Employer contribution / active EE | $2,451 | $5,246-53.3% | $4,859-49.6% | $4,754-48.5% |
| Participant deferral / active EE | $1,279 | $8,103-84.2% | $7,760-83.5% | $6,712-80.9% |
| Admin fee / account holder | $1,888 | $12,406-84.8% | $10,767-82.5% | $11,409-83.5% |