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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 | $80,901 | $176,105-54.1% | $159,474-49.3% | $167,536-51.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.71% | 331.91%-324.2pp | 263.68%-256.0pp | 478.82%-471.1pp |
| Employer contribution / active EE | $4,116 | $5,299-22.3% | $4,831-14.8% | $4,839-14.9% |
| Participant deferral / active EE | $1,319 | $7,751-83.0% | $7,353-82.1% | $6,342-79.2% |
| Admin fee / account holder | $1,985 | $12,559-84.2% | $10,802-81.6% | $12,315-83.9% |