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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 | $106,133 | $97,732+8.6% | $83,831+26.6% | $135,380-21.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -15.29% | 1287.56%-1302.8pp | 850.99%-866.3pp | 519.81%-535.1pp |
| Employer contribution / active EE | $8,248 | $4,222+95.3% | $3,631+127.1% | $4,779+72.6% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $332 | $6,675-95.0% | $5,479-93.9% | $10,828-96.9% |