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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 | $98,810 | $112,112-11.9% | $95,956+3.0% | $158,950-37.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 5.53% | 171.15%-165.6pp | 91.63%-86.1pp | 302.91%-297.4pp |
| Employer contribution / active EE | $7,500 | $3,199+134.5% | $2,541+195.1% | $4,762+57.5% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,766 | $10,134-62.8% | $6,797-44.6% | $11,248-66.5% |