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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 | $57,927 | $167,362-65.4% | $143,799-59.7% | $134,532-56.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.78% | 0.47%-21.3pp | -0.04%-20.7pp | 418.27%-439.0pp |
| Employer contribution / active EE | $1,282 | $5,620-77.2% | $4,952-74.1% | $4,741-73.0% |
| Participant deferral / active EE | $1,957 | $6,447-69.7% | $5,638-65.3% | $6,401-69.4% |
| Admin fee / account holder | $500 | $18,094-97.2% | $14,677-96.6% | $11,429-95.6% |