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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 | $164,497 | $154,209+6.7% | $130,062+26.5% | $139,487+17.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -1.26% | 32.52%-33.8pp | -137.37%+136.1pp | 373.84%-375.1pp |
| Employer contribution / active EE | $16,667 | $5,292+214.9% | $4,322+285.6% | $4,755+250.5% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $6,490 | $13,988-53.6% | $10,601-38.8% | $11,407-43.1% |