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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 | $145,947 | $103,000+41.7% | $90,300+61.6% | $152,885-4.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 8.71% | 95.19%-86.5pp | 78.11%-69.4pp | 345.39%-336.7pp |
| Employer contribution / active EE | $21,521 | $3,138+585.7% | $2,854+654.0% | $4,763+351.8% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,056 | $6,173-82.9% | $5,353-80.3% | $11,598-90.9% |