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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 | $61,739 | $82,678-25.3% | $125,391-50.8% | $68,490-9.9% |
| Participation rate | 98.2% | 75.1%+23.2pp | 82.4%+15.9pp | 67.9%+30.3pp |
| Annual return | -25.91% | -5.97%-19.9pp | 572.41%-598.3pp | -7.85%-18.1pp |
| Employer contribution / active EE | $11,851 | $3,382+250.4% | $4,816+146.1% | $2,597+356.4% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,587 | $6,277+20.9% | $10,009-24.2% | $5,403+40.4% |