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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 | $63,781 | $57,312+11.3% | $86,617-26.4% | $75,181-15.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 11.03% | 2672.78%-2661.8pp | 591.91%-580.9pp | 160.69%-149.7pp |
| Employer contribution / active EE | $6,442 | $2,315+178.2% | $3,023+113.1% | $2,671+141.2% |
| Participant deferral / active EE | $0 | $3,319-100.0% | $4,437-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,127 | $4,114-48.3% | $5,613-62.1% | $5,650-62.4% |