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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 | $149,356 | $176,105-15.2% | $159,474-6.3% | $167,536-10.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.90% | 331.91%-324.0pp | 263.68%-255.8pp | 478.82%-470.9pp |
| Employer contribution / active EE | $8,000 | $5,299+51.0% | $4,831+65.6% | $4,839+65.3% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,802 | $12,559-53.8% | $10,802-46.3% | $12,315-52.9% |