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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 | $131,125 | $159,978-18.0% | $147,041-10.8% | $145,978-10.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.51% | 98.36%-92.9pp | 419.21%-413.7pp | 550.52%-545.0pp |
| Employer contribution / active EE | $6,688 | $5,288+26.5% | $4,935+35.5% | $4,662+43.5% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,866 | $15,053-87.6% | $13,006-85.6% | $13,400-86.1% |