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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 | $249,020 | $127,387+95.5% | $115,038+116.5% | $125,389+98.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.69% | 31.28%-35.0pp | 26.14%-29.8pp | 282.24%-285.9pp |
| Employer contribution / active EE | $11,111 | $5,166+115.1% | $4,608+141.1% | $4,866+128.3% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,279 | $9,516-76.1% | $8,175-72.1% | $9,541-76.1% |