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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 | $104,891 | $175,231-40.1% | $149,696-29.9% | $139,466-24.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.22% | 166.77%-161.5pp | 134.46%-129.2pp | 373.66%-368.4pp |
| Employer contribution / active EE | $3,333 | $5,478-39.2% | $4,821-30.9% | $4,754-29.9% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $3,960 | $16,155-75.5% | $13,212-70.0% | $11,409-65.3% |