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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 | $113,305 | $154,159-26.5% | $130,026-12.9% | $139,456-18.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -2.21% | 32.50%-34.7pp | -137.26%+135.0pp | 373.45%-375.7pp |
| Employer contribution / active EE | $12,490 | $5,292+136.0% | $4,321+189.1% | $4,753+162.8% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $5,332 | $14,001-61.9% | $10,608-49.7% | $11,407-53.3% |