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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 | $51,550 | $90,320-42.9% | $59,496-13.4% | $125,388-58.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -16.86% | 369.13%-386.0pp | 182.05%-198.9pp | 282.24%-299.1pp |
| Employer contribution / active EE | $1,143 | $1,792-36.2% | $1,153-0.9% | $4,866-76.5% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $344 | $3,063-88.8% | $2,232-84.6% | $9,541-96.4% |