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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 | $55,979 | $99,994-44.0% | $146,647-61.8% | $85,851-34.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | -25.27% | 18.93%-44.2pp | 22.75%-48.0pp | 318.63%-343.9pp |
| Employer contribution / active EE | $7,484 | $2,559+192.5% | $4,137+80.9% | $2,565+191.7% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $553 | $7,703-92.8% | $10,281-94.6% | $6,261-91.2% |