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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 | $75,933 | $100,911-24.8% | $90,440-16.0% | $158,966-52.2% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.7%+20.2pp | 82.0%+10.9pp |
| Annual return | 4.73% | 1726.62%-1721.9pp | 1294.38%-1289.6pp | 302.95%-298.2pp |
| Employer contribution / active EE | $2,768 | $3,690-25.0% | $3,263-15.2% | $4,762-41.9% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,987 | $6,507-69.5% | $5,615-64.6% | $11,250-82.3% |