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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 | $61,749 | $78,694-21.5% | $67,652-8.7% | $125,389-50.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -10.46% | 9.46%-19.9pp | 6625.40%-6635.9pp | 282.24%-292.7pp |
| Employer contribution / active EE | $10,853 | $3,044+256.6% | $2,266+379.0% | $4,866+123.0% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,178 | $7,403-57.1% | $4,821-34.1% | $9,541-66.7% |