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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 | $63,567 | $150,447-57.7% | $136,298-53.4% | $147,586-56.9% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 4.94% | 1049.15%-1044.2pp | 5156.27%-5151.3pp | 578.59%-573.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $182 | $6,631-97.3% | $6,247-97.1% | $5,439-96.7% |
| Admin fee / account holder | $10,987 | $10,906+0.7% | $9,244+18.9% | $10,886+0.9% |