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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 | $126,940 | $160,070-20.7% | $147,117-13.7% | $145,897-13.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.23% | 98.69%-89.5pp | 420.54%-411.3pp | 552.29%-543.1pp |
| Employer contribution / active EE | $12,431 | $5,285+135.2% | $4,932+152.0% | $4,663+166.6% |
| Participant deferral / active EE | $2,332 | $8,419-72.3% | $8,065-71.1% | $6,689-65.1% |
| Admin fee / account holder | $4,278 | $15,035-71.5% | $12,993-67.1% | $13,390-68.1% |