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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 | $205,627 | $157,304+30.7% | $141,197+45.6% | $152,909+34.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 11.03% | 64.34%-53.3pp | 71.41%-60.4pp | 345.46%-334.4pp |
| Employer contribution / active EE | $8,824 | $5,263+67.7% | $4,736+86.3% | $4,764+85.2% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $12,579 | $12,126+3.7% | $10,265+22.5% | $11,601+8.4% |