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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 | $135,852 | $160,070-15.1% | $147,117-7.7% | $145,897-6.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.84% | 98.69%-90.8pp | 420.54%-412.7pp | 552.29%-544.4pp |
| Employer contribution / active EE | $2,698 | $5,285-49.0% | $4,932-45.3% | $4,663-42.1% |
| Participant deferral / active EE | $1,132 | $8,419-86.6% | $8,065-86.0% | $6,689-83.1% |
| Admin fee / account holder | $923 | $15,035-93.9% | $12,993-92.9% | $13,390-93.1% |