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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 | $76,398 | $166,268-54.1% | $165,100-53.7% | $145,897-47.6% |
| Participation rate | 78.3% | 82.0%-3.8pp | 78.6%-0.4pp | 80.3%-2.0pp |
| Annual return | 8.49% | 100.52%-92.0pp | 70.21%-61.7pp | 552.29%-543.8pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,550 | $6,964-77.8% | $6,035-74.3% | $6,689-76.8% |
| Admin fee / account holder | $1,889 | $16,659-88.7% | $12,696-85.1% | $13,390-85.9% |