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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 | $89,053 | $209,425-57.5% | $178,499-50.1% | $158,966-44.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.42% | 188.80%-183.4pp | 151.10%-145.7pp | 302.95%-297.5pp |
| Employer contribution / active EE | $1,442 | $5,707-74.7% | $5,011-71.2% | $4,762-69.7% |
| Participant deferral / active EE | $1,775 | $5,955-70.2% | $5,202-65.9% | $5,983-70.3% |
| Admin fee / account holder | $12,991 | $17,078-23.9% | $13,986-7.1% | $11,250+15.5% |