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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 | $42,202 | $93,589-54.9% | $135,942-69.0% | $75,181-43.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | -11.09% | 30.90%-42.0pp | 68.28%-79.4pp | 160.69%-171.8pp |
| Employer contribution / active EE | $7,076 | $3,537+100.0% | $4,858+45.7% | $2,671+165.0% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,182 | $6,977-68.7% | $10,764-79.7% | $5,650-61.4% |