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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 | $67,092 | $166,268-59.6% | $165,100-59.4% | $145,897-54.0% |
| Participation rate | 95.8% | 82.0%+13.8pp | 78.6%+17.2pp | 80.3%+15.5pp |
| Annual return | -13.62% | 100.52%-114.1pp | 70.21%-83.8pp | 552.29%-565.9pp |
| Employer contribution / active EE | $12,148 | $5,284+129.9% | $4,348+179.4% | $4,663+160.5% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,862 | $16,659-70.8% | $12,696-61.7% | $13,390-63.7% |