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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 | $159,934-79.3% | $147,005-77.5% | $145,959-77.3% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 4.33% | 98.24%-93.9pp | 418.76%-414.4pp | 561.95%-557.6pp |
| Employer contribution / active EE | $8,572 | $5,287+62.1% | $4,934+73.7% | $4,661+83.9% |
| Participant deferral / active EE | $1,917 | $8,427-77.3% | $8,070-76.2% | $6,689-71.3% |
| Admin fee / account holder | $705 | $15,053-95.3% | $13,006-94.6% | $13,398-94.7% |