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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 | $28,413 | $96,137-70.4% | $136,007-79.1% | $80,874-64.9% |
| Participation rate | 92.3% | 71.2%+21.1pp | 76.5%+15.8pp | 67.6%+24.7pp |
| Annual return | -73.56% | 28.70%-102.3pp | 579.32%-652.9pp | 35.62%-109.2pp |
| Employer contribution / active EE | $16,549 | $3,350+393.9% | $4,215+292.6% | $2,756+500.5% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $7,024-100.0% | $4,297-100.0% |
| Admin fee / account holder | $8,056 | $8,236-2.2% | $6,858+17.5% | $6,935+16.2% |