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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 | $13,029 | $133,998-90.3% | $112,263-88.4% | $134,545-90.3% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.1%-2.3pp | 81.2%-8.5pp |
| Annual return | -40.49% | 47.17%-87.7pp | 27.49%-68.0pp | 418.37%-458.9pp |
| Employer contribution / active EE | $13,687 | $4,040+238.8% | $3,636+276.4% | $4,742+188.7% |
| Participant deferral / active EE | $21 | $5,292-99.6% | $4,729-99.5% | $6,401-99.7% |
| Admin fee / account holder | $473 | $7,493-93.7% | $6,410-92.6% | $11,431-95.9% |