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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 | $30,175 | $157,304-80.8% | $141,197-78.6% | $152,909-80.3% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.5%+7.5pp |
| Annual return | -8.81% | 64.34%-73.2pp | 71.41%-80.2pp | 345.46%-354.3pp |
| Employer contribution / active EE | $2,378 | $5,263-54.8% | $4,736-49.8% | $4,764-50.1% |
| Participant deferral / active EE | $1,985 | $7,111-72.1% | $6,710-70.4% | $5,851-66.1% |
| Admin fee / account holder | $668 | $12,126-94.5% | $10,265-93.5% | $11,601-94.2% |