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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 | $166,020-59.6% | $164,866-59.3% | $145,959-54.0% |
| Participation rate | 95.8% | 82.0%+13.8pp | 78.6%+17.2pp | 80.3%+15.5pp |
| Annual return | -13.62% | 100.08%-113.7pp | 69.97%-83.6pp | 561.95%-575.6pp |
| Employer contribution / active EE | $12,148 | $5,275+130.3% | $4,343+179.7% | $4,661+160.6% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,033-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,862 | $16,644-70.8% | $12,689-61.7% | $13,398-63.7% |