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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 | $42,158 | $138,075-69.5% | $123,552-65.9% | $135,379-68.9% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -10.57% | 153.70%-164.3pp | 119.20%-129.8pp | 519.79%-530.4pp |
| Employer contribution / active EE | $2,500 | $5,152-51.5% | $4,628-46.0% | $4,779-47.7% |
| Participant deferral / active EE | $308 | $6,800-95.5% | $6,426-95.2% | $5,609-94.5% |
| Admin fee / account holder | $402 | $10,917-96.3% | $9,285-95.7% | $10,828-96.3% |