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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 | $245,750 | $209,425+17.3% | $178,499+37.7% | $158,966+54.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -2.37% | 188.80%-191.2pp | 151.10%-153.5pp | 302.95%-305.3pp |
| Employer contribution / active EE | $4,418 | $5,707-22.6% | $5,011-11.8% | $4,762-7.2% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,913 | $17,078-88.8% | $13,986-86.3% | $11,250-83.0% |