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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 | $138,422 | $183,988-24.8% | $162,177-14.6% | $152,897-9.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 2.22% | 150.79%-148.6pp | 115.60%-113.4pp | 345.43%-343.2pp |
| Employer contribution / active EE | $16,000 | $6,370+151.2% | $5,613+185.0% | $4,764+235.9% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,267 | $13,123-75.1% | $10,843-69.9% | $11,599-71.8% |