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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 | $38,813 | $144,130-73.1% | $117,861-67.1% | $147,586-73.7% |
| Participation rate | 90.0% | 83.4%+6.6pp | 79.7%+10.3pp | 82.8%+7.2pp |
| Annual return | 3.69% | 531.20%-527.5pp | 335.11%-331.4pp | 578.59%-574.9pp |
| Employer contribution / active EE | $951 | $4,897-80.6% | $3,786-74.9% | $4,876-80.5% |
| Participant deferral / active EE | $1,362 | $5,316-74.4% | $4,482-69.6% | $5,439-75.0% |
| Admin fee / account holder | $6,334 | $10,887-41.8% | $8,021-21.0% | $10,886-41.8% |