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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 | $147,358 | $138,075+6.7% | $123,552+19.3% | $135,379+8.8% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -11.24% | 153.70%-164.9pp | 119.20%-130.4pp | 519.79%-531.0pp |
| Employer contribution / active EE | $3,500 | $5,152-32.1% | $4,628-24.4% | $4,779-26.8% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,969 | $10,917-72.8% | $9,285-68.0% | $10,828-72.6% |