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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 | $157,632 | $225,673-30.2% | $203,872-22.7% | $155,188+1.6% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | -1.40% | 95.91%-97.3pp | 85.11%-86.5pp | 148.84%-150.2pp |
| Employer contribution / active EE | $5,000 | $4,099+22.0% | $3,757+33.1% | $4,248+17.7% |
| Participant deferral / active EE | $0 | $6,893-100.0% | $6,388-100.0% | $6,531-100.0% |
| Admin fee / account holder | $4,276 | $12,327-65.3% | $11,730-63.5% | $14,480-70.5% |