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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 | $136,942 | $61,789+121.6% | $97,167+40.9% | $80,874+69.3% |
| Participation rate | 98.2% | 63.5%+34.8pp | 72.7%+25.6pp | 67.6%+30.6pp |
| Annual return | -15.85% | -557.90%+542.1pp | 75.27%-91.1pp | 35.62%-51.5pp |
| Employer contribution / active EE | $28,109 | $1,837+1430.5% | $2,729+930.0% | $2,756+920.0% |
| Participant deferral / active EE | $0 | $3,028-100.0% | $4,264-100.0% | $4,297-100.0% |
| Admin fee / account holder | $13,273 | $5,168+156.8% | $5,650+134.9% | $6,935+91.4% |