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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 | $160,070-25.4% | $147,117-18.8% | $145,897-18.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 5.84% | 98.69%-92.8pp | 420.54%-414.7pp | 552.29%-546.5pp |
| Employer contribution / active EE | $1,684 | $5,285-68.1% | $4,932-65.9% | $4,663-63.9% |
| Participant deferral / active EE | $2,272 | $8,419-73.0% | $8,065-71.8% | $6,689-66.0% |
| Admin fee / account holder | $3,679 | $15,035-75.5% | $12,993-71.7% | $13,390-72.5% |