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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 | $34,349 | $62,672-45.2% | $185,117-81.4% | $70,126-51.0% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | -0.35% | 40.79%-41.1pp | 40.50%-40.8pp | 73.15%-73.5pp |
| Employer contribution / active EE | $5,522 | $1,753+214.9% | $4,182+32.0% | $2,343+135.7% |
| Participant deferral / active EE | $0 | $3,272-100.0% | $5,045-100.0% | $3,332-100.0% |
| Admin fee / account holder | $944 | $3,932-76.0% | $8,159-88.4% | $4,645-79.7% |