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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 | $40,781 | $112,131-63.6% | $95,964-57.5% | $158,982-74.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 0.36% | 171.19%-170.8pp | 91.64%-91.3pp | 302.99%-302.6pp |
| Employer contribution / active EE | $6,827 | $3,199+113.4% | $2,541+168.6% | $4,763+43.3% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $440 | $10,136-95.7% | $6,797-93.5% | $11,252-96.1% |