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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 | $99,403 | $105,145-5.5% | $94,664+5.0% | $139,466-28.7% |
| Participation rate | 81.3% | 82.4%-1.1pp | 80.8%+0.4pp | 80.3%+0.9pp |
| Annual return | -1.56% | 38.09%-39.6pp | 156.84%-158.4pp | 373.66%-375.2pp |
| Employer contribution / active EE | $1,654 | $4,107-59.7% | $3,673-55.0% | $4,754-65.2% |
| Participant deferral / active EE | $2,230 | $7,599-70.6% | $7,417-69.9% | $6,712-66.8% |
| Admin fee / account holder | $11,808 | $8,972+31.6% | $7,222+63.5% | $11,409+3.5% |