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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 | $119,119 | $209,422-43.1% | $178,503-33.3% | $158,982-25.1% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 3.65% | 188.81%-185.2pp | 151.12%-147.5pp | 302.99%-299.3pp |
| Employer contribution / active EE | $2,344 | $5,707-58.9% | $5,011-53.2% | $4,763-50.8% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,956 | $17,079-71.0% | $13,987-64.6% | $11,252-55.9% |