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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 | $41,486 | $102,422-59.5% | $147,117-71.8% | $80,959-48.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -9.42% | 135.16%-144.6pp | 420.54%-430.0pp | 35.67%-45.1pp |
| Employer contribution / active EE | $6,949 | $3,717+86.9% | $4,932+40.9% | $2,757+152.0% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,900 | $7,953-63.5% | $12,993-77.7% | $6,925-58.1% |