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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 | $60,262 | $78,423-23.2% | $95,964-37.2% | $79,856-24.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 1.93% | 19.37%-17.4pp | 91.64%-89.7pp | 31.71%-29.8pp |
| Employer contribution / active EE | $12,396 | $1,945+537.2% | $2,541+387.8% | $2,471+401.6% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,644 | $5,622-53.0% | $6,797-61.1% | $5,306-50.2% |