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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 | $114,704 | $102,385+12.0% | $147,080-22.0% | $80,935+41.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -6.89% | 135.09%-142.0pp | 420.17%-427.1pp | 35.66%-42.6pp |
| Employer contribution / active EE | $14,197 | $3,717+282.0% | $4,933+187.8% | $2,757+415.0% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,197 | $7,951-84.9% | $12,989-90.8% | $6,924-82.7% |