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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 | $73,291 | $159,934-54.2% | $147,005-50.1% | $145,959-49.8% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 1.12% | 98.24%-97.1pp | 418.76%-417.6pp | 561.95%-560.8pp |
| Employer contribution / active EE | $1,096 | $5,287-79.3% | $4,934-77.8% | $4,661-76.5% |
| Participant deferral / active EE | $2,154 | $8,427-74.4% | $8,070-73.3% | $6,689-67.8% |
| Admin fee / account holder | $2,352 | $15,053-84.4% | $13,006-81.9% | $13,398-82.4% |