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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 | $230,722 | $105,210+119.3% | $159,487+44.7% | $85,851+168.7% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.8%+10.0pp | 69.3%+23.5pp |
| Annual return | 2.14% | 45.08%-42.9pp | 263.71%-261.6pp | 318.63%-316.5pp |
| Employer contribution / active EE | $52,818 | $3,319+1491.3% | $4,831+993.2% | $2,565+1958.8% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $15,031 | $6,934+116.8% | $10,804+39.1% | $6,261+140.1% |