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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 | $140,637 | $225,673-37.7% | $203,872-31.0% | $155,188-9.4% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 0.35% | 95.91%-95.6pp | 85.11%-84.8pp | 148.84%-148.5pp |
| Employer contribution / active EE | $6,250 | $4,099+52.5% | $3,757+66.3% | $4,248+47.1% |
| Participant deferral / active EE | $0 | $6,893-100.0% | $6,388-100.0% | $6,531-100.0% |
| Admin fee / account holder | $813 | $12,327-93.4% | $11,730-93.1% | $14,480-94.4% |