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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 | $37,778 | $72,404-47.8% | $110,243-65.7% | $64,173-41.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -8.48% | -6.29%-2.2pp | 314.76%-323.2pp | 7.63%-16.1pp |
| Employer contribution / active EE | $6,158 | $2,282+169.9% | $3,827+60.9% | $2,381+158.6% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,163 | $5,664-79.5% | $8,548-86.4% | $4,887-76.2% |