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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 | $150,004 | $150,447-0.3% | $136,298+10.1% | $147,586+1.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 1.71% | 1049.15%-1047.4pp | 5156.27%-5154.6pp | 578.59%-576.9pp |
| Employer contribution / active EE | $3,750 | $5,256-28.7% | $4,696-20.1% | $4,876-23.1% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,790 | $10,906-83.6% | $9,244-80.6% | $10,886-83.6% |