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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 | $31,405 | $77,817-59.6% | $123,553-74.6% | $64,173-51.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -17.85% | 12.49%-30.3pp | 119.21%-137.1pp | 7.63%-25.5pp |
| Employer contribution / active EE | $6,500 | $3,014+115.7% | $4,628+40.4% | $2,381+173.0% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,136 | $5,519+11.2% | $9,284-33.9% | $4,887+25.5% |