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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 | $166,100 | $124,346+33.6% | $111,308+49.2% | $167,536-0.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 3.81% | 37.45%-33.6pp | 54.67%-50.9pp | 478.82%-475.0pp |
| Employer contribution / active EE | $5,323 | $3,437+54.9% | $2,732+94.9% | $4,839+10.0% |
| Participant deferral / active EE | $1,546 | $5,182-70.2% | $4,487-65.5% | $6,342-75.6% |
| Admin fee / account holder | $18,301 | $10,621+72.3% | $7,965+129.8% | $12,315+48.6% |