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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 | $180,224 | $107,363+67.9% | $92,909+94.0% | $152,897+17.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 5.21% | 145.63%-140.4pp | 109.44%-104.2pp | 345.43%-340.2pp |
| Employer contribution / active EE | $10,352 | $4,222+145.2% | $3,653+183.4% | $4,764+117.3% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $11,750 | $7,082+65.9% | $5,795+102.8% | $11,599+1.3% |