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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 | $124,694 | $168,635-26.1% | $147,617-15.5% | $125,389-0.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.86% | 77.65%-83.5pp | 61.98%-67.8pp | 282.24%-288.1pp |
| Employer contribution / active EE | $3,886 | $6,252-37.8% | $5,564-30.2% | $4,866-20.1% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $6,281 | $13,580-53.7% | $11,612-45.9% | $9,541-34.2% |