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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 | $40,860 | $202,342-79.8% | $172,753-76.3% | $152,909-73.3% |
| Participation rate | 94.7% | 87.1%+7.7pp | 82.6%+12.1pp | 82.5%+12.3pp |
| Annual return | 2.13% | 1029.88%-1027.7pp | 803.00%-800.9pp | 345.46%-343.3pp |
| Employer contribution / active EE | $1,566 | $5,857-73.3% | $5,144-69.6% | $4,764-67.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $455 | $17,112-97.3% | $13,956-96.7% | $11,601-96.1% |