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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 | $182,037 | $160,059+13.7% | $140,019+30.0% | $135,379+34.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.85% | 911.44%-923.3pp | 651.15%-663.0pp | 519.79%-531.6pp |
| Employer contribution / active EE | $26,500 | $6,420+312.8% | $5,605+372.8% | $4,779+454.5% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,508 | $13,328-81.2% | $10,705-76.6% | $10,828-76.8% |