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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 | $40,080 | $102,385-60.9% | $147,080-72.7% | $80,935-50.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -6.37% | 135.09%-141.5pp | 420.17%-426.5pp | 35.66%-42.0pp |
| Employer contribution / active EE | $9,318 | $3,717+150.7% | $4,933+88.9% | $2,757+238.0% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,408 | $7,951-44.6% | $12,989-66.1% | $6,924-36.3% |