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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 | $202,113 | $108,897+85.6% | $100,378+101.4% | $145,877+38.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.12% | 58.17%-48.0pp | 49.41%-39.3pp | 551.28%-541.2pp |
| Employer contribution / active EE | $819 | $4,420-81.5% | $3,942-79.2% | $4,663-82.4% |
| Participant deferral / active EE | $1,345 | $8,455-84.1% | $8,087-83.4% | $6,691-79.9% |
| Admin fee / account holder | $794 | $9,690-91.8% | $7,899-90.0% | $13,402-94.1% |