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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 | $73,484 | $135,645-45.8% | $110,243-33.3% | $135,380-45.7% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | -11.02% | 513.24%-524.3pp | 314.76%-325.8pp | 519.81%-530.8pp |
| Employer contribution / active EE | $12,372 | $4,907+152.1% | $3,827+223.3% | $4,779+158.9% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $622 | $11,458-94.6% | $8,548-92.7% | $10,828-94.3% |