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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 | $212,560 | $88,778+139.4% | $81,844+159.7% | $145,884+45.7% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 5.61% | 1033.03%-1027.4pp | 778.87%-773.3pp | 551.85%-546.2pp |
| Employer contribution / active EE | $10,374 | $3,087+236.1% | $2,916+255.7% | $4,662+122.5% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,042 | $8,430-75.8% | $7,355-72.2% | $13,392-84.8% |