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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 | $116,422 | $176,120-33.9% | $159,487-27.0% | $167,553-30.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.36% | 331.95%-323.6pp | 263.71%-255.3pp | 478.89%-470.5pp |
| Employer contribution / active EE | $13,989 | $5,299+164.0% | $4,831+189.6% | $4,840+189.1% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,175 | $12,561-90.6% | $10,804-89.1% | $12,316-90.5% |