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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 | $75,655 | $96,678-21.7% | $86,640-12.7% | $139,466-45.8% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 8.88% | 106.69%-97.8pp | 592.52%-583.6pp | 373.66%-364.8pp |
| Employer contribution / active EE | $6,078 | $3,265+86.1% | $3,024+101.0% | $4,754+27.8% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $7,525 | $6,410+17.4% | $5,616+34.0% | $11,409-34.0% |