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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 | $215,703 | $107,368+100.9% | $92,915+132.2% | $152,909+41.1% |
| Participation rate | 92.3% | 79.8%+12.5pp | 76.0%+16.3pp | 82.5%+9.9pp |
| Annual return | 4.88% | 145.64%-140.8pp | 109.45%-104.6pp | 345.46%-340.6pp |
| Employer contribution / active EE | $4,615 | $4,222+9.3% | $3,653+26.3% | $4,764-3.1% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,061 | $7,082-42.7% | $5,796-29.9% | $11,601-65.0% |