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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 | $87,851 | $107,363-18.2% | $92,909-5.4% | $152,897-42.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 6.16% | 145.63%-139.5pp | 109.44%-103.3pp | 345.43%-339.3pp |
| Employer contribution / active EE | $1,364 | $4,222-67.7% | $3,653-62.7% | $4,764-71.4% |
| Participant deferral / active EE | $1,235 | $4,848-74.5% | $4,238-70.8% | $5,851-78.9% |
| Admin fee / account holder | $4,423 | $7,082-37.5% | $5,795-23.7% | $11,599-61.9% |