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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 | $36,779 | $97,729-62.4% | $83,830-56.1% | $135,379-72.8% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -10.26% | 1287.52%-1297.8pp | 850.97%-861.2pp | 519.79%-530.1pp |
| Employer contribution / active EE | $9,680 | $4,222+129.3% | $3,631+166.6% | $4,779+102.6% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $419 | $6,674-93.7% | $5,479-92.4% | $10,828-96.1% |