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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 | $226,965 | $208,088+9.1% | $186,193+21.9% | $154,746+46.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 4.05% | 89.97%-85.9pp | 78.03%-74.0pp | 172.34%-168.3pp |
| Employer contribution / active EE | $4,167 | $4,340-4.0% | $3,918+6.3% | $4,379-4.9% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,563 | $11,698-78.1% | $11,058-76.8% | $14,365-82.2% |