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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 | $201,964 | $106,008+90.5% | $92,240+119.0% | $147,586+36.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 5.95% | 50.05%-44.1pp | 176.29%-170.3pp | 578.59%-572.6pp |
| Employer contribution / active EE | $16,667 | $4,333+284.6% | $3,680+352.9% | $4,876+241.8% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $11,638 | $6,333+83.8% | $5,194+124.1% | $10,886+6.9% |