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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 | $51,365 | $176,105-70.8% | $159,474-67.8% | $167,536-69.3% |
| Participation rate | 85.7% | 85.0%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 9.03% | 331.91%-322.9pp | 263.68%-254.6pp | 478.82%-469.8pp |
| Employer contribution / active EE | $11,861 | $5,299+123.8% | $4,831+145.5% | $4,839+145.1% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $510 | $12,559-95.9% | $10,802-95.3% | $12,315-95.9% |