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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 | $38,944 | $112,933-65.5% | $90,970-57.2% | $158,982-75.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | -0.42% | 215.82%-216.2pp | 134.60%-135.0pp | 302.99%-303.4pp |
| Employer contribution / active EE | $1,250 | $2,893-56.8% | $2,122-41.1% | $4,763-73.8% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $419 | $8,047-94.8% | $5,961-93.0% | $11,252-96.3% |