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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 | $76,924 | $99,079-22.4% | $78,002-1.4% | $273,972-71.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 1.26% | 217.93%-216.7pp | 425.99%-424.7pp | 41.46%-40.2pp |
| Employer contribution / active EE | $6,250 | $3,308+89.0% | $2,470+153.0% | $4,869+28.4% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $518 | $8,954-94.2% | $5,481-90.5% | $10,133-94.9% |