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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 | $216,121 | $110,093+96.3% | $97,295+122.1% | $145,897+48.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 4.83% | 244.76%-239.9pp | 75.62%-70.8pp | 552.29%-547.5pp |
| Employer contribution / active EE | $35,539 | $3,077+1054.9% | $2,723+1205.2% | $4,663+662.2% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $915 | $6,212-85.3% | $5,646-83.8% | $13,390-93.2% |