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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 | $19,096 | $183,592-89.6% | $155,574-87.7% | $145,877-86.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -14.68% | 61.37%-76.1pp | 64.87%-79.5pp | 551.28%-566.0pp |
| Employer contribution / active EE | $4,574 | $5,317-14.0% | $4,676-2.2% | $4,663-1.9% |
| Participant deferral / active EE | $801 | $6,466-87.6% | $5,629-85.8% | $6,691-88.0% |
| Admin fee / account holder | $4,656 | $19,316-75.9% | $15,914-70.7% | $13,402-65.3% |