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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 | $116,312 | $150,447-22.7% | $136,298-14.7% | $147,586-21.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.70% | 1049.15%-1044.5pp | 5156.27%-5151.6pp | 578.59%-573.9pp |
| Employer contribution / active EE | $11,667 | $5,256+122.0% | $4,696+148.5% | $4,876+139.2% |
| Participant deferral / active EE | $1,633 | $6,631-75.4% | $6,247-73.9% | $5,439-70.0% |
| Admin fee / account holder | $3,707 | $10,906-66.0% | $9,244-59.9% | $10,886-65.9% |