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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 | $113,272 | $209,422-45.9% | $178,503-36.5% | $158,982-28.8% |
| Participation rate | 91.7% | 86.4%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | -0.74% | 188.81%-189.5pp | 151.12%-151.9pp | 302.99%-303.7pp |
| Employer contribution / active EE | $12,090 | $5,707+111.8% | $5,011+141.3% | $4,763+153.8% |
| Participant deferral / active EE | $957 | $5,955-83.9% | $5,202-81.6% | $5,983-84.0% |
| Admin fee / account holder | $1,808 | $17,079-89.4% | $13,987-87.1% | $11,252-83.9% |