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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 | $37,592 | $44,850-16.2% | $60,547-37.9% | $59,633-37.0% |
| Participation rate | 96.3% | 59.5%+36.8pp | 68.0%+28.3pp | 68.7%+27.6pp |
| Annual return | -4.18% | 1074.14%-1078.3pp | 335.64%-339.8pp | 2041.45%-2045.6pp |
| Employer contribution / active EE | $941 | $1,462-35.6% | $2,419-61.1% | $2,203-57.3% |
| Participant deferral / active EE | $0 | $2,230-100.0% | $3,328-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,878 | $3,635-48.3% | $4,536-58.6% | $4,297-56.3% |