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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 | $119,989 | $105,960+13.2% | $81,726+46.8% | $158,982-24.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | -0.21% | 38.19%-38.4pp | 29.49%-29.7pp | 302.99%-303.2pp |
| Employer contribution / active EE | $9,217 | $7,805+18.1% | $4,311+113.8% | $4,763+93.5% |
| Participant deferral / active EE | $0 | $13,011-100.0% | $7,108-100.0% | $5,983-100.0% |
| Admin fee / account holder | $351 | $8,494-95.9% | $5,160-93.2% | $11,252-96.9% |