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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 | $22,922 | $82,674-72.3% | $125,363-81.7% | $68,495-66.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -32.88% | -5.97%-26.9pp | 572.15%-605.0pp | -7.84%-25.0pp |
| Employer contribution / active EE | $1,339 | $3,382-60.4% | $4,815-72.2% | $2,596-48.4% |
| Participant deferral / active EE | $1,547 | $6,111-74.7% | $7,447-79.2% | $4,028-61.6% |
| Admin fee / account holder | $1,766 | $6,276-71.9% | $10,005-82.4% | $5,403-67.3% |