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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 | $13,571 | $48,314-71.9% | $67,561-79.9% | $80,925-83.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | -8.50% | 18.28%-26.8pp | 3525.44%-3533.9pp | 35.65%-44.1pp |
| Employer contribution / active EE | $1,745 | $2,022-13.7% | $2,735-36.2% | $2,756-36.7% |
| Participant deferral / active EE | $557 | $2,927-81.0% | $4,003-86.1% | $4,299-87.1% |
| Admin fee / account holder | $2,773 | $3,690-24.8% | $4,006-30.8% | $6,940-60.0% |