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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 | $44,302 | $150,447-70.6% | $136,298-67.5% | $147,586-70.0% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 1.08% | 1049.15%-1048.1pp | 5156.27%-5155.2pp | 578.59%-577.5pp |
| Employer contribution / active EE | $13,360 | $5,256+154.2% | $4,696+184.5% | $4,876+174.0% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,314 | $10,906-60.4% | $9,244-53.3% | $10,886-60.4% |