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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 | $46,729 | $96,678-51.7% | $86,640-46.1% | $139,466-66.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 8.37% | 106.69%-98.3pp | 592.52%-584.1pp | 373.66%-365.3pp |
| Employer contribution / active EE | $11,000 | $3,265+236.9% | $3,024+263.7% | $4,754+131.4% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $499 | $6,410-92.2% | $5,616-91.1% | $11,409-95.6% |