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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 | $31,751 | $102,429-69.0% | $147,096-78.4% | $80,925-60.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 0.85% | 135.02%-134.2pp | 419.75%-418.9pp | 35.65%-34.8pp |
| Employer contribution / active EE | $2,955 | $3,716-20.5% | $4,936-40.1% | $2,756+7.2% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,772 | $7,957-77.7% | $13,005-86.4% | $6,940-74.5% |