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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 | $31,916 | $48,050-33.6% | $85,969-62.9% | $59,633-46.5% |
| Participation rate | 100.0% | 64.5%+35.5pp | 76.5%+23.5pp | 68.7%+31.3pp |
| Annual return | -3.34% | 0.29%-3.6pp | 9.32%-12.7pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $2,500 | $1,640+52.5% | $3,474-28.0% | $2,203+13.5% |
| Participant deferral / active EE | $62 | $2,249-97.2% | $3,829-98.4% | $3,192-98.1% |
| Admin fee / account holder | $978 | $3,206-69.5% | $6,053-83.8% | $4,297-77.2% |