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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 | $157,588 | $121,677+29.5% | $104,625+50.6% | $158,966-0.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 1.60% | 465.58%-464.0pp | 340.60%-339.0pp | 302.95%-301.4pp |
| Employer contribution / active EE | $2,917 | $3,165-7.8% | $2,681+8.8% | $4,762-38.8% |
| Participant deferral / active EE | $0 | $4,175-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $333 | $7,777-95.7% | $6,465-94.8% | $11,250-97.0% |