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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 | $29,239 | $48,364-39.5% | $71,796-59.3% | $62,881-53.5% |
| Participation rate | 96.0% | 60.6%+35.4pp | 69.1%+26.9pp | 69.3%+26.7pp |
| Annual return | -4.62% | 13.16%-17.8pp | 78.04%-82.7pp | 20.14%-24.8pp |
| Employer contribution / active EE | $2,000 | $1,042+92.0% | $1,924+3.9% | $2,281-12.3% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,362 | $3,771-37.4% | $4,815-51.0% | $4,296-45.0% |