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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 | $98,816 | $152,460-35.2% | $118,746-16.8% | $147,586-33.0% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.3%-3.3pp | 82.8%-7.8pp |
| Annual return | -18.07% | 17.41%-35.5pp | 24.54%-42.6pp | 578.59%-596.7pp |
| Employer contribution / active EE | $0 | $5,046-100.0% | $4,193-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $30 | $6,212-99.5% | $5,332-99.4% | $5,439-99.4% |
| Admin fee / account holder | $333 | $16,953-98.0% | $10,720-96.9% | $10,886-96.9% |