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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 | $33,591 | $82,630-59.3% | $64,105-47.6% | $125,389-73.2% |
| Participation rate | 92.9% | 75.9%+17.0pp | 68.2%+24.7pp | 83.2%+9.7pp |
| Annual return | -6.84% | 1489.72%-1496.6pp | 791.24%-798.1pp | 282.24%-289.1pp |
| Employer contribution / active EE | $3,449 | $2,671+29.1% | $1,820+89.5% | $4,866-29.1% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,156 | $6,382-81.9% | $4,499-74.3% | $9,541-87.9% |