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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 | $19,760 | $108,912-81.9% | $100,383-80.3% | $145,959-86.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 1.67% | 57.96%-56.3pp | 49.26%-47.6pp | 561.95%-560.3pp |
| Employer contribution / active EE | $3,842 | $4,423-13.1% | $3,944-2.6% | $4,661-17.6% |
| Participant deferral / active EE | $0 | $8,451-100.0% | $8,086-100.0% | $6,689-100.0% |
| Admin fee / account holder | $717 | $9,690-92.6% | $7,900-90.9% | $13,398-94.6% |