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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 | $99,848 | $99,009+0.8% | $86,581+15.3% | $147,585-32.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | -6.92% | 1312.70%-1319.6pp | 965.06%-972.0pp | 578.58%-585.5pp |
| Employer contribution / active EE | $9,375 | $3,132+199.3% | $2,840+230.2% | $4,876+92.3% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $656 | $5,709-88.5% | $4,904-86.6% | $10,886-94.0% |