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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 | $85,847 | $226,135-62.0% | $182,558-53.0% | $152,909-43.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 6.04% | 192.60%-186.6pp | 148.59%-142.6pp | 345.46%-339.4pp |
| Employer contribution / active EE | $15,546 | $4,979+212.2% | $4,076+281.4% | $4,764+226.3% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $968 | $10,707-91.0% | $8,594-88.7% | $11,601-91.7% |