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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 | $90,645 | $80,812+12.2% | $160,784-43.6% | $82,448+9.9% |
| Participation rate | 98.1% | 66.2%+31.8pp | 77.0%+21.1pp | 68.1%+30.0pp |
| Annual return | -0.88% | 100.59%-101.5pp | 1803.92%-1804.8pp | 41.64%-42.5pp |
| Employer contribution / active EE | $5,234 | $2,174+140.8% | $3,733+40.2% | $2,551+105.2% |
| Participant deferral / active EE | $0 | $4,335-100.0% | $6,293-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,211 | $7,695-58.3% | $9,717-67.0% | $7,234-55.6% |