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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 | $110,742 | $49,199+125.1% | $121,204-8.6% | $75,173+47.3% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 10.96% | 56.04%-45.1pp | 987.18%-976.2pp | 160.72%-149.8pp |
| Employer contribution / active EE | $7,665 | $1,547+395.4% | $4,170+83.8% | $2,671+187.0% |
| Participant deferral / active EE | $0 | $2,630-100.0% | $4,083-100.0% | $4,126-100.0% |
| Admin fee / account holder | $966 | $3,946-75.5% | $5,651-82.9% | $5,651-82.9% |