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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 | $31,620 | $100,792-68.6% | $86,691-63.5% | $134,509-76.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -22.00% | 29.08%-51.1pp | 35.94%-57.9pp | 418.13%-440.1pp |
| Employer contribution / active EE | $7,587 | $3,491+117.3% | $2,837+167.4% | $4,741+60.0% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,306 | $10,924-69.7% | $7,492-55.9% | $11,427-71.1% |