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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 | $208,465 | $167,030+24.8% | $135,768+53.5% | $155,188+34.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 4.24% | 678.39%-674.2pp | 526.10%-521.9pp | 148.84%-144.6pp |
| Employer contribution / active EE | $23,803 | $4,132+476.0% | $3,394+601.4% | $4,248+460.4% |
| Participant deferral / active EE | $0 | $4,528-100.0% | $3,977-100.0% | $6,531-100.0% |
| Admin fee / account holder | $11,265 | $8,172+37.8% | $7,048+59.8% | $14,480-22.2% |