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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 | $233,237 | $160,028+45.7% | $147,080+58.6% | $145,884+59.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.81% | 98.60%-95.8pp | 420.17%-417.4pp | 551.85%-549.0pp |
| Employer contribution / active EE | $26,567 | $5,286+402.6% | $4,933+438.5% | $4,662+469.8% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $226,857 | $15,030+1409.4% | $12,989+1646.6% | $13,392+1594.0% |