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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 | $131,350 | $172,111-23.7% | $150,298-12.6% | $137,256-4.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 0.95% | 69.37%-68.4pp | 62.79%-61.8pp | 220.34%-219.4pp |
| Employer contribution / active EE | $6,250 | $4,636+34.8% | $4,154+50.5% | $4,156+50.4% |
| Participant deferral / active EE | $778 | $6,166-87.4% | $5,453-85.7% | $6,407-87.9% |
| Admin fee / account holder | $482 | $16,471-97.1% | $14,116-96.6% | $12,270-96.1% |