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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 | $204,912 | $165,381+23.9% | $149,730+36.9% | $158,966+28.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.24% | 348.29%-345.1pp | 276.70%-273.5pp | 302.95%-299.7pp |
| Employer contribution / active EE | $20,783 | $5,104+307.2% | $4,645+347.4% | $4,762+336.4% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,751 | $10,809-83.8% | $9,310-81.2% | $11,250-84.4% |