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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 | $22,025 | $87,546-74.8% | $75,784-70.9% | $125,389-82.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -21.73% | 13.49%-35.2pp | 9.68%-31.4pp | 282.24%-304.0pp |
| Employer contribution / active EE | $18,580 | $3,930+372.8% | $3,323+459.1% | $4,866+281.8% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $721 | $6,503-88.9% | $5,300-86.4% | $9,541-92.4% |