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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 | $45,862 | $197,819-76.8% | $155,789-70.6% | $125,389-63.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -3.67% | 86.73%-90.4pp | 71.54%-75.2pp | 282.24%-285.9pp |
| Employer contribution / active EE | $1,127 | $4,850-76.8% | $3,839-70.6% | $4,866-76.8% |
| Participant deferral / active EE | $53 | $5,631-99.1% | $4,798-98.9% | $5,352-99.0% |
| Admin fee / account holder | $465 | $9,544-95.1% | $7,477-93.8% | $9,541-95.1% |