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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 | $86,314 | $99,011-12.8% | $86,582-0.3% | $147,586-41.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 0.81% | 1312.75%-1311.9pp | 965.08%-964.3pp | 578.59%-577.8pp |
| Employer contribution / active EE | $4,908 | $3,132+56.7% | $2,839+72.8% | $4,876+0.6% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $735 | $5,709-87.1% | $4,904-85.0% | $10,886-93.3% |