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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 | $26,037 | $47,944-45.7% | $67,834-61.6% | $62,881-58.6% |
| Participation rate | 97.1% | 61.1%+36.1pp | 68.8%+28.3pp | 69.3%+27.8pp |
| Annual return | -2.54% | 11.77%-14.3pp | 138.47%-141.0pp | 20.14%-22.7pp |
| Employer contribution / active EE | $2,306 | $1,562+47.6% | $2,403-4.1% | $2,281+1.1% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,803 | $3,712-51.4% | $4,622-61.0% | $4,296-58.0% |