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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 | $135,517 | $115,814+17.0% | $101,275+33.8% | $158,982-14.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -3.62% | 56.16%-59.8pp | 46.48%-50.1pp | 302.99%-306.6pp |
| Employer contribution / active EE | $13,420 | $4,176+221.4% | $3,660+266.7% | $4,763+181.8% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $594 | $7,249-91.8% | $5,948-90.0% | $11,252-94.7% |