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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 | $214,615 | $107,363+99.9% | $92,909+131.0% | $152,897+40.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 4.92% | 145.63%-140.7pp | 109.44%-104.5pp | 345.43%-340.5pp |
| Employer contribution / active EE | $13,333 | $4,222+215.8% | $3,653+265.0% | $4,764+179.9% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,870 | $7,082-31.2% | $5,795-16.0% | $11,599-58.0% |