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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 | $31,358 | $95,580-67.2% | $76,872-59.2% | $139,466-77.5% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | -8.57% | 55.00%-63.6pp | 37.90%-46.5pp | 373.66%-382.2pp |
| Employer contribution / active EE | $23,450 | $3,145+645.6% | $2,533+825.6% | $4,754+393.3% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $3,832-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,175 | $8,302-85.9% | $5,476-78.6% | $11,409-89.7% |