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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 | $208,465 | $162,529+28.3% | $130,788+59.4% | $154,746+34.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 4.24% | 510.48%-506.2pp | 386.44%-382.2pp | 172.34%-168.1pp |
| Employer contribution / active EE | $23,803 | $4,447+435.2% | $3,558+569.0% | $4,379+443.6% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $11,265 | $7,669+46.9% | $6,673+68.8% | $14,365-21.6% |