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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 | $75,425 | $150,447-49.9% | $136,298-44.7% | $147,586-48.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 5.92% | 1049.15%-1043.2pp | 5156.27%-5150.4pp | 578.59%-572.7pp |
| Employer contribution / active EE | $3,204 | $5,256-39.1% | $4,696-31.8% | $4,876-34.3% |
| Participant deferral / active EE | $560 | $6,631-91.6% | $6,247-91.0% | $5,439-89.7% |
| Admin fee / account holder | $2,277 | $10,906-79.1% | $9,244-75.4% | $10,886-79.1% |