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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 | $142,173 | $138,102+2.9% | $125,381+13.4% | $134,532+5.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -26.02% | 750.73%-776.7pp | 572.31%-598.3pp | 418.27%-444.3pp |
| Employer contribution / active EE | $6,000 | $5,245+14.4% | $4,815+24.6% | $4,741+26.6% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,241 | $11,568-89.3% | $10,007-87.6% | $11,429-89.1% |