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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 | $32,134 | $93,346-65.6% | $71,796-55.2% | $273,972-88.3% |
| Participation rate | 93.8% | 76.5%+17.2pp | 69.1%+24.6pp | 83.0%+10.7pp |
| Annual return | -2.95% | 130.39%-133.3pp | 78.04%-81.0pp | 41.46%-44.4pp |
| Employer contribution / active EE | $7,065 | $2,733+158.5% | $1,924+267.1% | $4,869+45.1% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $306 | $6,571-95.3% | $4,815-93.6% | $10,133-97.0% |