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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 | $109,953 | $152,612-28.0% | $125,192-12.2% | $152,897-28.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | -9.83% | 54.85%-64.7pp | 43.79%-53.6pp | 345.43%-355.3pp |
| Employer contribution / active EE | $17,465 | $4,947+253.0% | $3,866+351.8% | $4,764+266.6% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,610 | $13,437-80.6% | $9,704-73.1% | $11,599-77.5% |