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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 | $102,385-21.9% | $147,080-45.6% | $80,935-1.1% |
| Participation rate | 96.3% | 75.9%+20.5pp | 82.2%+14.2pp | 67.7%+28.7pp |
| Annual return | -5.76% | 135.09%-140.8pp | 420.17%-425.9pp | 35.66%-41.4pp |
| Employer contribution / active EE | $8,042 | $3,717+116.4% | $4,933+63.0% | $2,757+191.7% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,091 | $7,951-73.7% | $12,989-83.9% | $6,924-69.8% |