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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 | $72,387 | $209,888-65.5% | $189,545-61.8% | $167,553-56.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.74% | 748.66%-739.9pp | 555.36%-546.6pp | 478.89%-470.2pp |
| Employer contribution / active EE | $2,542 | $6,915-63.2% | $6,162-58.7% | $4,840-47.5% |
| Participant deferral / active EE | $2,813 | $8,934-68.5% | $8,220-65.8% | $6,343-55.6% |
| Admin fee / account holder | $3,664 | $14,300-74.4% | $12,049-69.6% | $12,316-70.2% |