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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 | $108,034 | $175,231-38.3% | $149,696-27.8% | $139,466-22.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.81% | 166.77%-160.0pp | 134.46%-127.7pp | 373.66%-366.9pp |
| Employer contribution / active EE | $8,333 | $5,478+52.1% | $4,821+72.9% | $4,754+75.3% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $7,778 | $16,155-51.9% | $13,212-41.1% | $11,409-31.8% |