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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 | $64,145 | $160,028-59.9% | $147,080-56.4% | $145,884-56.0% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 8.13% | 98.60%-90.5pp | 420.17%-412.0pp | 551.85%-543.7pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,891 | $8,422-77.5% | $8,066-76.6% | $6,690-71.7% |
| Admin fee / account holder | $883 | $15,030-94.1% | $12,989-93.2% | $13,392-93.4% |