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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 | $100,248 | $197,637-49.3% | $177,848-43.6% | $158,982-36.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 6.13% | 58.77%-52.6pp | 48.33%-42.2pp | 302.99%-296.9pp |
| Employer contribution / active EE | $10,030 | $6,698+49.7% | $5,919+69.5% | $4,763+110.6% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $797 | $15,406-94.8% | $12,431-93.6% | $11,252-92.9% |