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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 | $75,200 | $169,336-55.6% | $129,384-41.9% | $145,884-48.5% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 6.17% | 14408.70%-14402.5pp | 9461.77%-9455.6pp | 551.85%-545.7pp |
| Employer contribution / active EE | $20,630 | $5,540+272.4% | $4,153+396.7% | $4,662+342.5% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,560 | $9,912-84.3% | $7,686-79.7% | $13,392-88.4% |