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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 | $23,820 | $44,850-46.9% | $60,547-60.7% | $59,633-60.1% |
| Participation rate | 96.8% | 59.5%+37.3pp | 68.0%+28.8pp | 68.7%+28.1pp |
| Annual return | -4.43% | 1074.14%-1078.6pp | 335.64%-340.1pp | 2041.45%-2045.9pp |
| Employer contribution / active EE | $7,457 | $1,462+410.1% | $2,419+208.2% | $2,203+238.6% |
| Participant deferral / active EE | $0 | $2,230-100.0% | $3,328-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,767 | $3,635-51.4% | $4,536-61.1% | $4,297-58.9% |