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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 | $150,597 | $160,028-5.9% | $147,080+2.4% | $145,884+3.2% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 8.71% | 98.60%-89.9pp | 420.17%-411.5pp | 551.85%-543.1pp |
| Employer contribution / active EE | $4,303 | $5,286-18.6% | $4,933-12.8% | $4,662-7.7% |
| Participant deferral / active EE | $2,398 | $8,422-71.5% | $8,066-70.3% | $6,690-64.2% |
| Admin fee / account holder | $2,561 | $15,030-83.0% | $12,989-80.3% | $13,392-80.9% |