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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 | $58,199 | $150,447-61.3% | $136,298-57.3% | $147,586-60.6% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 8.15% | 1049.15%-1041.0pp | 5156.27%-5148.1pp | 578.59%-570.4pp |
| Employer contribution / active EE | $1,623 | $5,256-69.1% | $4,696-65.4% | $4,876-66.7% |
| Participant deferral / active EE | $1,604 | $6,631-75.8% | $6,247-74.3% | $5,439-70.5% |
| Admin fee / account holder | $358 | $10,906-96.7% | $9,244-96.1% | $10,886-96.7% |