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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 | $35,284 | $72,465-51.3% | $67,575-47.8% | $145,884-75.8% |
| Participation rate | 94.1% | 76.9%+17.2pp | 72.9%+21.2pp | 80.3%+13.8pp |
| Annual return | -85.35% | 7222.56%-7307.9pp | 3528.98%-3614.3pp | 551.85%-637.2pp |
| Employer contribution / active EE | $28,959 | $3,074+842.2% | $2,736+958.6% | $4,662+521.1% |
| Participant deferral / active EE | $0 | $4,786-100.0% | $4,003-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,734 | $5,515-50.4% | $3,993-31.5% | $13,392-79.6% |