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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 | $13,022 | $54,357-76.0% | $82,706-84.3% | $68,495-81.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -26.08% | -13.67%-12.4pp | 701.76%-727.8pp | -7.84%-18.2pp |
| Employer contribution / active EE | $350 | $2,218-84.2% | $3,007-88.4% | $2,596-86.5% |
| Participant deferral / active EE | $514 | $3,246-84.2% | $4,394-88.3% | $4,028-87.2% |
| Admin fee / account holder | $418 | $4,396-90.5% | $5,329-92.2% | $5,403-92.3% |