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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 | $153,128 | $97,732+56.7% | $83,831+82.7% | $135,380+13.1% |
| Participation rate | 92.3% | 80.0%+12.4pp | 76.1%+16.2pp | 82.6%+9.7pp |
| Annual return | -11.43% | 1287.56%-1299.0pp | 850.99%-862.4pp | 519.81%-531.2pp |
| Employer contribution / active EE | $8,778 | $4,222+107.9% | $3,631+141.8% | $4,779+83.7% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,738 | $6,675+15.9% | $5,479+41.2% | $10,828-28.5% |