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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 | $119,468 | $160,040-25.4% | $147,096-18.8% | $145,877-18.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 5.84% | 98.49%-92.7pp | 419.75%-413.9pp | 551.28%-545.4pp |
| Employer contribution / active EE | $1,684 | $5,289-68.2% | $4,936-65.9% | $4,663-63.9% |
| Participant deferral / active EE | $2,272 | $8,429-73.0% | $8,071-71.9% | $6,691-66.0% |
| Admin fee / account holder | $3,679 | $15,050-75.6% | $13,005-71.7% | $13,402-72.5% |