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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 | $114,681 | $107,368+6.8% | $92,915+23.4% | $152,909-25.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 0.09% | 145.64%-145.5pp | 109.45%-109.4pp | 345.46%-345.4pp |
| Employer contribution / active EE | $13,367 | $4,222+216.6% | $3,653+265.9% | $4,764+180.6% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,419 | $7,082-23.5% | $5,796-6.5% | $11,601-53.3% |