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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 | $85,007 | $184,000-53.8% | $162,185-47.6% | $152,909-44.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 6.06% | 150.80%-144.7pp | 115.61%-109.5pp | 345.46%-339.4pp |
| Employer contribution / active EE | $9,894 | $6,370+55.3% | $5,613+76.3% | $4,764+107.7% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $704 | $13,124-94.6% | $10,844-93.5% | $11,601-93.9% |