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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 | $51,773 | $84,697-38.9% | $73,845-29.9% | $125,393-58.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -4.72% | 3123.66%-3128.4pp | 2267.91%-2272.6pp | 282.23%-287.0pp |
| Employer contribution / active EE | $472 | $3,123-84.9% | $2,788-83.1% | $4,866-90.3% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,351-100.0% |
| Admin fee / account holder | $328 | $5,692-94.2% | $4,881-93.3% | $9,541-96.6% |