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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 | $142,084 | $108,922+30.4% | $100,398+41.5% | $145,978-2.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.83% | 58.04%-48.2pp | 49.32%-39.5pp | 550.52%-540.7pp |
| Employer contribution / active EE | $9,388 | $4,426+112.1% | $3,946+137.9% | $4,662+101.4% |
| Participant deferral / active EE | $0 | $8,450-100.0% | $8,084-100.0% | $6,690-100.0% |
| Admin fee / account holder | $62,075 | $9,680+541.2% | $7,893+686.4% | $13,400+363.2% |