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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 | $132,786 | $106,008+25.3% | $92,240+44.0% | $147,586-10.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 7.86% | 50.05%-42.2pp | 176.29%-168.4pp | 578.59%-570.7pp |
| Employer contribution / active EE | $13,553 | $4,333+212.8% | $3,680+268.3% | $4,876+177.9% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $786 | $6,333-87.6% | $5,194-84.9% | $10,886-92.8% |