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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 | $124,731 | $111,535+11.8% | $105,223+18.5% | $137,256-9.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 9.69% | 237.85%-228.2pp | 180.65%-171.0pp | 220.34%-210.7pp |
| Employer contribution / active EE | $3,750 | $3,939-4.8% | $3,689+1.7% | $4,156-9.8% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,380 | $9,721-85.8% | $8,859-84.4% | $12,270-88.8% |