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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 | $240,083 | $112,121+114.1% | $95,960+150.2% | $158,966+51.0% |
| Participation rate | 83.3% | 79.0%+4.3pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | -3.63% | 171.16%-174.8pp | 91.63%-95.3pp | 302.95%-306.6pp |
| Employer contribution / active EE | $17,829 | $3,199+457.3% | $2,541+601.6% | $4,762+274.4% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,652 | $10,135-73.8% | $6,797-61.0% | $11,250-76.4% |