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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 | $18,194 | $159,978-88.6% | $147,041-87.6% | $145,978-87.5% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.4pp |
| Annual return | 9.01% | 98.36%-89.4pp | 419.21%-410.2pp | 550.52%-541.5pp |
| Employer contribution / active EE | $1,103 | $5,288-79.1% | $4,935-77.6% | $4,662-76.3% |
| Participant deferral / active EE | $2,325 | $8,429-72.4% | $8,071-71.2% | $6,690-65.2% |
| Admin fee / account holder | $591 | $15,053-96.1% | $13,006-95.5% | $13,400-95.6% |