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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 | $90,286 | $129,737-30.4% | $119,126-24.2% | $154,746-41.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 4.46% | 379.08%-374.6pp | 282.11%-277.7pp | 172.34%-167.9pp |
| Employer contribution / active EE | $9,870 | $4,375+125.6% | $4,034+144.7% | $4,379+125.4% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $11,425 | $11,961-4.5% | $10,693+6.8% | $14,365-20.5% |