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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 | $33,021 | $185,225-82.2% | $142,898-76.9% | $167,536-80.3% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | -0.26% | 8558.12%-8558.4pp | 5639.64%-5639.9pp | 478.82%-479.1pp |
| Employer contribution / active EE | $2,028 | $5,607-63.8% | $4,146-51.1% | $4,839-58.1% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $3,838-100.0% | $6,342-100.0% |
| Admin fee / account holder | $868 | $8,032-89.2% | $6,560-86.8% | $12,315-92.9% |