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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 | $86,609 | $165,399-47.6% | $149,745-42.2% | $158,982-45.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.96% | 348.34%-344.4pp | 276.72%-272.8pp | 302.99%-299.0pp |
| Employer contribution / active EE | $10,480 | $5,105+105.3% | $4,646+125.6% | $4,763+120.0% |
| Participant deferral / active EE | $210 | $7,183-97.1% | $6,843-96.9% | $5,983-96.5% |
| Admin fee / account holder | $629 | $10,811-94.2% | $9,312-93.2% | $11,252-94.4% |