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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 | $74,601 | $183,988-59.5% | $162,177-54.0% | $152,897-51.2% |
| Participation rate | 95.5% | 88.5%+6.9pp | 87.6%+7.9pp | 82.5%+13.0pp |
| Annual return | 2.80% | 150.79%-148.0pp | 115.60%-112.8pp | 345.43%-342.6pp |
| Employer contribution / active EE | $2,767 | $6,370-56.6% | $5,613-50.7% | $4,764-41.9% |
| Participant deferral / active EE | $2,154 | $8,032-73.2% | $7,297-70.5% | $5,851-63.2% |
| Admin fee / account holder | $315 | $13,123-97.6% | $10,843-97.1% | $11,599-97.3% |