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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 | $226,395 | $111,535+103.0% | $105,223+115.2% | $137,256+64.9% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.0%+17.3pp | 80.0%+12.3pp |
| Annual return | 9.17% | 237.85%-228.7pp | 180.65%-171.5pp | 220.34%-211.2pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,346 | $5,500-75.5% | $5,072-73.5% | $6,407-79.0% |
| Admin fee / account holder | $5,815 | $9,721-40.2% | $8,859-34.4% | $12,270-52.6% |