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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 | $134,539 | $75,832+77.4% | $147,617-8.9% | $59,633+125.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -4.94% | 0.37%-5.3pp | 61.98%-66.9pp | 2041.45%-2046.4pp |
| Employer contribution / active EE | $3,704 | $3,485+6.3% | $5,564-33.4% | $2,203+68.1% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,410 | $5,986-43.0% | $11,612-70.6% | $4,297-20.6% |