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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 | $35,353 | $150,447-76.5% | $136,298-74.1% | $147,586-76.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.82% | 1049.15%-1039.3pp | 5156.27%-5146.4pp | 578.59%-568.8pp |
| Employer contribution / active EE | $1,527 | $5,256-70.9% | $4,696-67.5% | $4,876-68.7% |
| Participant deferral / active EE | $1,961 | $6,631-70.4% | $6,247-68.6% | $5,439-63.9% |
| Admin fee / account holder | $661 | $10,906-93.9% | $9,244-92.9% | $10,886-93.9% |