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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 | $77,318 | $209,422-63.1% | $178,503-56.7% | $158,982-51.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.72% | 188.81%-184.1pp | 151.12%-146.4pp | 302.99%-298.3pp |
| Employer contribution / active EE | $2,188 | $5,707-61.7% | $5,011-56.3% | $4,763-54.1% |
| Participant deferral / active EE | $1,949 | $5,955-67.3% | $5,202-62.5% | $5,983-67.4% |
| Admin fee / account holder | $444 | $17,079-97.4% | $13,987-96.8% | $11,252-96.1% |