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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 | $198,340 | $198,457-0.1% | $170,435+16.4% | $147,586+34.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.61% | 257.30%-251.7pp | 205.94%-200.3pp | 578.59%-573.0pp |
| Employer contribution / active EE | $27,100 | $6,183+338.3% | $5,432+398.9% | $4,876+455.7% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,748 | $16,852-60.0% | $13,881-51.4% | $10,886-38.0% |