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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 | $93,277 | $166,242-43.9% | $165,071-43.5% | $145,884-36.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.92% | 100.44%-93.5pp | 70.17%-63.3pp | 551.85%-544.9pp |
| Employer contribution / active EE | $8,017 | $5,283+51.7% | $4,347+84.4% | $4,662+71.9% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,794 | $16,658-59.2% | $12,695-46.5% | $13,392-49.3% |