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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 | $77,272 | $176,105-56.1% | $159,474-51.5% | $167,536-53.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 5.48% | 331.91%-326.4pp | 263.68%-258.2pp | 478.82%-473.3pp |
| Employer contribution / active EE | $13,002 | $5,299+145.4% | $4,831+169.1% | $4,839+168.7% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $922 | $12,559-92.7% | $10,802-91.5% | $12,315-92.5% |