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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 | $116,334 | $106,008+9.7% | $92,240+26.1% | $147,586-21.2% |
| Participation rate | 84.6% | 80.4%+4.2pp | 76.5%+8.1pp | 82.8%+1.8pp |
| Annual return | 8.95% | 50.05%-41.1pp | 176.29%-167.3pp | 578.59%-569.6pp |
| Employer contribution / active EE | $9,766 | $4,333+125.4% | $3,680+165.4% | $4,876+100.3% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,069 | $6,333-35.8% | $5,194-21.7% | $10,886-62.6% |