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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 | $129,967 | $57,541+125.9% | $95,740+35.7% | $75,173+72.9% |
| Participation rate | 96.7% | 62.5%+34.2pp | 72.3%+24.5pp | 67.2%+29.5pp |
| Annual return | -44.77% | 34.93%-79.7pp | 28.41%-73.2pp | 160.72%-205.5pp |
| Employer contribution / active EE | $28,511 | $1,808+1477.2% | $2,836+905.3% | $2,671+967.4% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,244-100.0% | $4,126-100.0% |
| Admin fee / account holder | $12,562 | $4,099+206.5% | $5,676+121.3% | $5,651+122.3% |