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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 | $128,784 | $131,835-2.3% | $108,582+18.6% | $273,972-53.0% |
| Participation rate | 95.2% | 83.5%+11.8pp | 79.6%+15.7pp | 83.0%+12.2pp |
| Annual return | -1.05% | -91.57%+90.5pp | -51.70%+50.6pp | 41.46%-42.5pp |
| Employer contribution / active EE | $14,286 | $4,913+190.8% | $3,758+280.1% | $4,869+193.4% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $424 | $10,253-95.9% | $7,645-94.5% | $10,133-95.8% |