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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 | $87,099 | $111,535-21.9% | $105,223-17.2% | $137,256-36.5% |
| Participation rate | 95.2% | 78.1%+17.1pp | 75.0%+20.2pp | 80.0%+15.3pp |
| Annual return | 10.19% | 237.85%-227.7pp | 180.65%-170.5pp | 220.34%-210.1pp |
| Employer contribution / active EE | $6,724 | $3,939+70.7% | $3,689+82.3% | $4,156+61.8% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $557 | $9,721-94.3% | $8,859-93.7% | $12,270-95.5% |