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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 | $56,442 | $93,117-39.4% | $77,096-26.8% | $134,532-58.0% |
| Participation rate | 76.2% | 74.5%+1.7pp | 67.9%+8.3pp | 81.2%-5.0pp |
| Annual return | -38.03% | 62.67%-100.7pp | 42.35%-80.4pp | 418.27%-456.3pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $655 | $5,241-87.5% | $4,429-85.2% | $6,401-89.8% |
| Admin fee / account holder | $3,169 | $6,948-54.4% | $5,428-41.6% | $11,429-72.3% |