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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 | $124,381 | $88,710+40.2% | $81,783+52.1% | $145,959-14.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.73% | 1027.26%-1022.5pp | 775.05%-770.3pp | 561.95%-557.2pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $133 | $4,645-97.1% | $4,320-96.9% | $6,689-98.0% |
| Admin fee / account holder | $1,069 | $8,407-87.3% | $7,380-85.5% | $13,398-92.0% |