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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 | $44,760 | $167,352-73.3% | $143,788-68.9% | $134,509-66.7% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -28.68% | 0.47%-29.2pp | -0.03%-28.6pp | 418.13%-446.8pp |
| Employer contribution / active EE | $1,219 | $5,620-78.3% | $4,952-75.4% | $4,741-74.3% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,781 | $18,091-84.6% | $14,675-81.0% | $11,427-75.7% |