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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 | $168,457 | $156,398+7.7% | $147,318+14.3% | $138,895+21.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 3.39% | 78.75%-75.4pp | 70.43%-67.0pp | 145.39%-142.0pp |
| Employer contribution / active EE | $36,640 | $4,853+654.9% | $4,593+697.7% | $4,194+773.6% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $19,917 | $14,976+33.0% | $13,708+45.3% | $12,562+58.5% |