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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 | $108,911+30.5% | $100,392+41.5% | $145,884-2.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.83% | 58.23%-48.4pp | 49.45%-39.6pp | 551.85%-542.0pp |
| Employer contribution / active EE | $9,388 | $4,420+112.4% | $3,941+138.2% | $4,662+101.4% |
| Participant deferral / active EE | $0 | $8,459-100.0% | $8,090-100.0% | $6,690-100.0% |
| Admin fee / account holder | $62,075 | $9,698+540.1% | $7,904+685.4% | $13,392+363.5% |