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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 | $115,514 | $88,754+30.1% | $81,820+41.2% | $145,877-20.8% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 9.18% | 1031.77%-1022.6pp | 777.93%-768.8pp | 551.28%-542.1pp |
| Employer contribution / active EE | $7,054 | $3,085+128.6% | $2,915+142.0% | $4,663+51.3% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,710 | $8,424-56.0% | $7,391-49.8% | $13,402-72.3% |