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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 | $61,787+121.6% | $97,197+40.9% | $80,925+69.2% |
| Participation rate | 98.2% | 63.5%+34.8pp | 72.7%+25.6pp | 67.7%+30.6pp |
| Annual return | -15.85% | -558.16%+542.3pp | 75.47%-91.3pp | 35.65%-51.5pp |
| Employer contribution / active EE | $28,109 | $1,836+1430.9% | $2,723+932.4% | $2,756+919.8% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,263-100.0% | $4,299-100.0% |
| Admin fee / account holder | $13,273 | $5,170+156.7% | $5,637+135.4% | $6,940+91.2% |