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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 | $30,328 | $160,040-81.0% | $147,096-79.4% | $145,877-79.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.81% | 98.49%-90.7pp | 419.75%-411.9pp | 551.28%-543.5pp |
| Employer contribution / active EE | $2,108 | $5,289-60.2% | $4,936-57.3% | $4,663-54.8% |
| Participant deferral / active EE | $2,309 | $8,429-72.6% | $8,071-71.4% | $6,691-65.5% |
| Admin fee / account holder | $4,444 | $15,050-70.5% | $13,005-65.8% | $13,402-66.8% |