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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 | $36,780 | $85,171-56.8% | $172,753-78.7% | $72,976-49.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 5.90% | 27.32%-21.4pp | 803.00%-797.1pp | 81.02%-75.1pp |
| Employer contribution / active EE | $2,011 | $3,324-39.5% | $5,144-60.9% | $2,440-17.6% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,248 | $5,880-10.7% | $13,956-62.4% | $5,124+2.4% |