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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 | $24,349 | $48,050-49.3% | $85,969-71.7% | $59,633-59.2% |
| Participation rate | 100.0% | 64.5%+35.5pp | 76.5%+23.5pp | 68.7%+31.3pp |
| Annual return | -4.22% | 0.29%-4.5pp | 9.32%-13.5pp | 2041.45%-2045.7pp |
| Employer contribution / active EE | $1,316 | $1,640-19.7% | $3,474-62.1% | $2,203-40.3% |
| Participant deferral / active EE | $0 | $2,249-100.0% | $3,829-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,180 | $3,206-63.2% | $6,053-80.5% | $4,297-72.5% |