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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 | $96,136-70.4% | $135,987-79.1% | $80,925-64.9% |
| Participation rate | 92.3% | 71.2%+21.1pp | 76.4%+15.9pp | 67.7%+24.6pp |
| Annual return | -73.56% | 28.70%-102.3pp | 580.01%-653.6pp | 35.65%-109.2pp |
| Employer contribution / active EE | $16,549 | $3,350+394.1% | $4,214+292.7% | $2,756+500.4% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $7,027-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,056 | $8,236-2.2% | $6,716+20.0% | $6,940+16.1% |