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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 | $114,473 | $103,038+11.1% | $90,324+26.7% | $152,909-25.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 1.99% | 95.25%-93.3pp | 78.15%-76.2pp | 345.46%-343.5pp |
| Employer contribution / active EE | $7,326 | $3,141+133.3% | $2,856+156.5% | $4,764+53.8% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,181 | $6,177-80.9% | $5,356-77.9% | $11,601-89.8% |