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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 | $209,890 | $111,830+87.7% | $93,696+124.0% | $145,884+43.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.79% | 204.08%-196.3pp | 133.74%-126.0pp | 551.85%-544.1pp |
| Employer contribution / active EE | $11,875 | $3,093+283.9% | $2,422+390.3% | $4,662+154.7% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $12,515 | $10,249+22.1% | $8,287+51.0% | $13,392-6.5% |