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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 | $45,315 | $99,031-54.2% | $86,597-47.7% | $147,585-69.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 6.88% | 1312.56%-1305.7pp | 964.96%-958.1pp | 578.57%-571.7pp |
| Employer contribution / active EE | $952 | $3,132-69.6% | $2,840-66.5% | $4,876-80.5% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,008 | $5,711-64.8% | $4,906-59.1% | $10,885-81.5% |