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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 | $151,655 | $103,038+47.2% | $90,324+67.9% | $152,909-0.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 1.65% | 95.25%-93.6pp | 78.15%-76.5pp | 345.46%-343.8pp |
| Employer contribution / active EE | $10,000 | $3,141+218.4% | $2,856+250.2% | $4,764+109.9% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,266 | $6,177-30.9% | $5,356-20.4% | $11,601-63.2% |