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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 | $172,374 | $100,938+70.8% | $90,461+90.6% | $158,982+8.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 1.61% | 1727.20%-1725.6pp | 1294.76%-1293.2pp | 302.99%-301.4pp |
| Employer contribution / active EE | $42,350 | $3,691+1047.2% | $3,264+1197.5% | $4,763+789.2% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,977 | $6,510-8.2% | $5,617+6.4% | $11,252-46.9% |