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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 | $127,601 | $82,630+54.4% | $64,105+99.1% | $125,388+1.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -4.64% | 1489.72%-1494.4pp | 791.24%-795.9pp | 282.24%-286.9pp |
| Employer contribution / active EE | $3,333 | $2,671+24.8% | $1,820+83.2% | $4,866-31.5% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $661 | $6,382-89.6% | $4,499-85.3% | $9,541-93.1% |