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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 | $66,254 | $165,361-59.9% | $149,715-55.7% | $158,950-58.3% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 3.26% | 348.24%-345.0pp | 276.66%-273.4pp | 302.91%-299.6pp |
| Employer contribution / active EE | $1,021 | $5,103-80.0% | $4,645-78.0% | $4,762-78.6% |
| Participant deferral / active EE | $2,000 | $7,182-72.1% | $6,842-70.8% | $5,983-66.6% |
| Admin fee / account holder | $50,021 | $10,808+362.8% | $9,310+437.3% | $11,248+344.7% |