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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 | $39,599 | $226,105-82.5% | $182,540-78.3% | $152,897-74.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 6.18% | 192.58%-186.4pp | 148.58%-142.4pp | 345.43%-339.2pp |
| Employer contribution / active EE | $9,971 | $4,978+100.3% | $4,076+144.6% | $4,764+109.3% |
| Participant deferral / active EE | $0 | $6,370-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $853 | $10,706-92.0% | $8,593-90.1% | $11,599-92.6% |