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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 | $146,268 | $88,815+64.7% | $81,882+78.6% | $145,897+0.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.01% | 1033.75%-1026.7pp | 779.47%-772.5pp | 552.29%-545.3pp |
| Employer contribution / active EE | $12,033 | $3,086+289.9% | $2,916+312.7% | $4,663+158.1% |
| Participant deferral / active EE | $241 | $4,647-94.8% | $4,323-94.4% | $6,689-96.4% |
| Admin fee / account holder | $533 | $8,434-93.7% | $7,360-92.8% | $13,390-96.0% |