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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 | $35,058 | $209,874-83.3% | $189,537-81.5% | $167,536-79.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | -40.09% | 748.61%-788.7pp | 555.34%-595.4pp | 478.82%-518.9pp |
| Employer contribution / active EE | $14,645 | $6,913+111.8% | $6,161+137.7% | $4,839+202.6% |
| Participant deferral / active EE | $3,295 | $8,934-63.1% | $8,220-59.9% | $6,342-48.0% |
| Admin fee / account holder | $1,471 | $14,299-89.7% | $12,048-87.8% | $12,315-88.1% |