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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 | $8,996 | $34,316-73.8% | $74,723-88.0% | $72,976-87.7% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 15.44% | 26.58%-11.1pp | 753.18%-737.7pp | 81.02%-65.6pp |
| Employer contribution / active EE | $617 | $692-10.8% | $1,084-43.1% | $2,440-74.7% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $1,962-100.0% | $3,608-100.0% |
| Admin fee / account holder | $358 | $2,125-83.2% | $3,335-89.3% | $5,124-93.0% |