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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 | $175,211 | $160,040+9.5% | $147,096+19.1% | $145,877+20.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.69% | 98.49%-94.8pp | 419.75%-416.1pp | 551.28%-547.6pp |
| Employer contribution / active EE | $1,166 | $5,289-78.0% | $4,936-76.4% | $4,663-75.0% |
| Participant deferral / active EE | $649 | $8,429-92.3% | $8,071-92.0% | $6,691-90.3% |
| Admin fee / account holder | $5,272 | $15,050-65.0% | $13,005-59.5% | $13,402-60.7% |