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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 | $27,941 | $92,219-69.7% | $76,767-63.6% | $135,380-79.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.82% | 5.46%-14.3pp | 2.43%-11.3pp | 519.81%-528.6pp |
| Employer contribution / active EE | $6,243 | $3,216+94.1% | $2,485+151.2% | $4,779+30.6% |
| Participant deferral / active EE | $814 | $4,508-81.9% | $3,852-78.9% | $5,609-85.5% |
| Admin fee / account holder | $1,481 | $10,749-86.2% | $6,675-77.8% | $10,828-86.3% |