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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 | $60,525 | $103,038-41.3% | $90,324-33.0% | $152,909-60.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 2.72% | 95.25%-92.5pp | 78.15%-75.4pp | 345.46%-342.7pp |
| Employer contribution / active EE | $2,733 | $3,141-13.0% | $2,856-4.3% | $4,764-42.6% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,457 | $6,177-76.4% | $5,356-72.8% | $11,601-87.4% |