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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 | $106,161 | $149,040-28.8% | $120,225-11.7% | $137,256-22.7% |
| Participation rate | 94.4% | 75.4%+19.0pp | 69.6%+24.9pp | 80.0%+14.5pp |
| Annual return | 8.43% | 605.68%-597.3pp | 439.23%-430.8pp | 220.34%-211.9pp |
| Employer contribution / active EE | $20,688 | $4,350+375.6% | $3,475+495.3% | $4,156+397.8% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $16,028 | $6,348+152.5% | $5,696+181.4% | $12,270+30.6% |