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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 | $158,392 | $160,040-1.0% | $147,096+7.7% | $145,877+8.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.47% | 98.49%-92.0pp | 419.75%-413.3pp | 551.28%-544.8pp |
| Employer contribution / active EE | $36,658 | $5,289+593.0% | $4,936+642.7% | $4,663+686.2% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,790 | $15,050-81.5% | $13,005-78.6% | $13,402-79.2% |