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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 | $29,985 | $78,690-61.9% | $161,489-81.4% | $87,485-65.7% |
| Participation rate | 88.4% | 67.5%+20.9pp | 78.7%+9.7pp | 68.9%+19.5pp |
| Annual return | 0.91% | 32.74%-31.8pp | 89.72%-88.8pp | 26.06%-25.2pp |
| Employer contribution / active EE | $3,267 | $2,588+26.2% | $4,268-23.5% | $2,596+25.8% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $30,218 | $6,724+349.4% | $16,006+88.8% | $7,775+288.7% |