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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 | $33,095 | $160,070-79.3% | $147,117-77.5% | $145,897-77.3% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 4.33% | 98.69%-94.4pp | 420.54%-416.2pp | 552.29%-548.0pp |
| Employer contribution / active EE | $8,572 | $5,285+62.2% | $4,932+73.8% | $4,663+83.8% |
| Participant deferral / active EE | $1,917 | $8,419-77.2% | $8,065-76.2% | $6,689-71.3% |
| Admin fee / account holder | $705 | $15,035-95.3% | $12,993-94.6% | $13,390-94.7% |