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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 | $159,978-40.0% | $147,041-34.7% | $145,978-34.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 6.23% | 98.36%-92.1pp | 419.21%-413.0pp | 550.52%-544.3pp |
| Employer contribution / active EE | $1,199 | $5,288-77.3% | $4,935-75.7% | $4,662-74.3% |
| Participant deferral / active EE | $1,199 | $8,429-85.8% | $8,071-85.1% | $6,690-82.1% |
| Admin fee / account holder | $7,218 | $15,053-52.0% | $13,006-44.5% | $13,400-46.1% |