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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 | $80,135 | $202,342-60.4% | $172,752-53.6% | $152,897-47.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 9.40% | 1029.83%-1020.4pp | 802.97%-793.6pp | 345.43%-336.0pp |
| Employer contribution / active EE | $18,399 | $5,858+214.1% | $5,144+257.7% | $4,764+286.2% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $523 | $17,111-96.9% | $13,955-96.3% | $11,599-95.5% |