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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 | $31,092 | $61,815-49.7% | $97,295-68.0% | $80,959-61.6% |
| Participation rate | 97.1% | 63.5%+33.7pp | 72.7%+24.5pp | 67.7%+29.5pp |
| Annual return | -16.74% | -558.73%+542.0pp | 75.62%-92.4pp | 35.67%-52.4pp |
| Employer contribution / active EE | $4,320 | $1,836+135.3% | $2,723+58.7% | $2,757+56.7% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,264-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,757 | $5,166-66.0% | $5,646-68.9% | $6,925-74.6% |