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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 | $121,737 | $65,566+85.7% | $86,235+41.2% | $75,177+61.9% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | -0.40% | 46.07%-46.5pp | 1170.03%-1170.4pp | 160.75%-161.1pp |
| Employer contribution / active EE | $6,731 | $1,553+333.3% | $2,381+182.7% | $2,671+152.0% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,987-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,869 | $5,470-65.8% | $6,856-72.7% | $5,651-66.9% |