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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 | $147,683 | $138,076+7.0% | $123,553+19.5% | $135,380+9.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.46% | 153.70%-164.2pp | 119.21%-129.7pp | 519.81%-530.3pp |
| Employer contribution / active EE | $29,538 | $5,152+473.4% | $4,628+538.2% | $4,779+518.1% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,116 | $10,917-34.8% | $9,284-23.4% | $10,828-34.3% |