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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 | $80,006 | $102,429-21.9% | $147,096-45.6% | $80,925-1.1% |
| Participation rate | 96.3% | 75.9%+20.5pp | 82.2%+14.2pp | 67.7%+28.7pp |
| Annual return | -5.76% | 135.02%-140.8pp | 419.75%-425.5pp | 35.65%-41.4pp |
| Employer contribution / active EE | $8,042 | $3,716+116.5% | $4,936+62.9% | $2,756+191.8% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,091 | $7,957-73.7% | $13,005-83.9% | $6,940-69.9% |