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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 | $44,975 | $183,539-75.5% | $155,556-71.1% | $145,897-69.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | -0.07% | 61.31%-61.4pp | 64.84%-64.9pp | 552.29%-552.4pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $51 | $6,467-99.2% | $5,631-99.1% | $6,689-99.2% |
| Admin fee / account holder | $15,243 | $19,275-20.9% | $15,885-4.0% | $13,390+13.8% |