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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 | $61,815+121.5% | $97,295+40.7% | $80,959+69.2% |
| Participation rate | 98.2% | 63.5%+34.8pp | 72.7%+25.6pp | 67.7%+30.6pp |
| Annual return | -15.85% | -558.73%+542.9pp | 75.62%-91.5pp | 35.67%-51.5pp |
| Employer contribution / active EE | $28,109 | $1,836+1430.6% | $2,723+932.3% | $2,757+919.5% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,264-100.0% | $4,300-100.0% |
| Admin fee / account holder | $13,273 | $5,166+156.9% | $5,646+135.1% | $6,925+91.7% |