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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 | $63,468 | $159,978-60.3% | $147,041-56.8% | $145,978-56.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 7.74% | 98.36%-90.6pp | 419.21%-411.5pp | 550.52%-542.8pp |
| Employer contribution / active EE | $3,333 | $5,288-37.0% | $4,935-32.5% | $4,662-28.5% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,293 | $15,053-91.4% | $13,006-90.1% | $13,400-90.4% |