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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 | $95,947 | $160,028-40.0% | $147,080-34.8% | $145,884-34.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 6.23% | 98.60%-92.4pp | 420.17%-413.9pp | 551.85%-545.6pp |
| Employer contribution / active EE | $1,199 | $5,286-77.3% | $4,933-75.7% | $4,662-74.3% |
| Participant deferral / active EE | $1,199 | $8,422-85.8% | $8,066-85.1% | $6,690-82.1% |
| Admin fee / account holder | $7,218 | $15,030-52.0% | $12,989-44.4% | $13,392-46.1% |