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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 | $102,422-21.9% | $147,117-45.6% | $80,959-1.2% |
| Participation rate | 96.3% | 75.9%+20.5pp | 82.2%+14.2pp | 67.7%+28.7pp |
| Annual return | -5.76% | 135.16%-140.9pp | 420.54%-426.3pp | 35.67%-41.4pp |
| Employer contribution / active EE | $8,042 | $3,717+116.3% | $4,932+63.1% | $2,757+191.7% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,091 | $7,953-73.7% | $12,993-83.9% | $6,925-69.8% |