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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 | $219,020 | $168,636+29.9% | $147,618+48.4% | $125,388+74.7% |
| Participation rate | 93.8% | 88.8%+5.0pp | 84.6%+9.1pp | 83.2%+10.6pp |
| Annual return | -3.81% | 77.65%-81.5pp | 61.98%-65.8pp | 282.24%-286.1pp |
| Employer contribution / active EE | $15,019 | $6,252+140.2% | $5,565+169.9% | $4,866+208.6% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,344 | $13,580-82.7% | $11,612-79.8% | $9,541-75.4% |