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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 | $9,754 | $57,312-83.0% | $86,617-88.7% | $75,181-87.0% |
| Participation rate | 72.2% | 63.2%+9.0pp | 71.7%+0.5pp | 67.2%+5.0pp |
| Annual return | -0.49% | 2672.78%-2673.3pp | 591.91%-592.4pp | 160.69%-161.2pp |
| Employer contribution / active EE | $710 | $2,315-69.3% | $3,023-76.5% | $2,671-73.4% |
| Participant deferral / active EE | $583 | $3,319-82.4% | $4,437-86.9% | $4,126-85.9% |
| Admin fee / account holder | $674 | $4,114-83.6% | $5,613-88.0% | $5,650-88.1% |