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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 | $44,944 | $124,175-63.8% | $108,405-58.5% | $167,536-73.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 8.18% | 1380.13%-1371.9pp | 905.55%-897.4pp | 478.82%-470.6pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,140 | $6,908-69.0% | $6,563-67.4% | $6,342-66.3% |
| Admin fee / account holder | $1,516 | $9,457-84.0% | $7,297-79.2% | $12,315-87.7% |