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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 | $81,697 | $95,979-14.9% | $74,551+9.6% | $135,380-39.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.50% | 56.97%-66.5pp | 32.53%-42.0pp | 519.81%-529.3pp |
| Employer contribution / active EE | $36,571 | $2,716+1246.4% | $1,961+1764.9% | $4,779+665.3% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $834 | $6,522-87.2% | $5,059-83.5% | $10,828-92.3% |