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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 | $73,048 | $109,905-33.5% | $98,506-25.8% | $167,553-56.4% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 4.18% | 1960.20%-1956.0pp | 1494.92%-1490.7pp | 478.89%-474.7pp |
| Employer contribution / active EE | $5,225 | $3,226+62.0% | $2,961+76.4% | $4,840+8.0% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $7,333 | $6,760+8.5% | $5,955+23.2% | $12,316-40.5% |