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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 | $172,374 | $100,895+70.8% | $90,430+90.6% | $158,950+8.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 1.61% | 1725.54%-1723.9pp | 1293.73%-1292.1pp | 302.91%-301.3pp |
| Employer contribution / active EE | $42,350 | $3,689+1048.1% | $3,262+1198.3% | $4,762+789.3% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,977 | $6,505-8.1% | $5,613+6.5% | $11,248-46.9% |