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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 | $114,119+9.3% | $107,187+16.4% | $138,895-10.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 9.69% | 273.21%-263.5pp | 204.55%-194.9pp | 145.39%-135.7pp |
| Employer contribution / active EE | $3,750 | $4,059-7.6% | $3,782-0.9% | $4,194-10.6% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,380 | $10,024-86.2% | $9,162-84.9% | $12,562-89.0% |