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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 | $24,773 | $60,139-58.8% | $90,461-72.6% | $79,856-69.0% |
| Participation rate | 94.6% | 65.0%+29.6pp | 72.7%+21.9pp | 69.6%+25.0pp |
| Annual return | 3.64% | 71.96%-68.3pp | 1294.76%-1291.1pp | 31.71%-28.1pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $123 | $2,939-95.8% | $3,964-96.9% | $3,741-96.7% |
| Admin fee / account holder | $2,468 | $3,978-38.0% | $5,617-56.1% | $5,306-53.5% |