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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 | $99,907 | $81,749+22.2% | $58,544+70.7% | $139,456-28.4% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 6.94% | 7425.45%-7418.5pp | 4249.56%-4242.6pp | 373.45%-366.5pp |
| Employer contribution / active EE | $15,792 | $1,398+1029.6% | $1,053+1399.7% | $4,753+232.3% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $1,923-100.0% | $6,711-100.0% |
| Admin fee / account holder | $809 | $3,272-75.3% | $2,520-67.9% | $11,407-92.9% |