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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 | $74,280 | $88,710-16.3% | $81,783-9.2% | $145,959-49.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 3.92% | 1027.26%-1023.3pp | 775.05%-771.1pp | 561.95%-558.0pp |
| Employer contribution / active EE | $754 | $3,083-75.6% | $2,913-74.1% | $4,661-83.8% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,400 | $8,407-59.6% | $7,380-53.9% | $13,398-74.6% |