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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 | $63,496 | $152,619-58.4% | $125,195-49.3% | $152,909-58.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 1.22% | 54.85%-53.6pp | 43.79%-42.6pp | 345.46%-344.2pp |
| Employer contribution / active EE | $10,236 | $4,947+106.9% | $3,866+164.8% | $4,764+114.9% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,784 | $13,437-86.7% | $9,704-81.6% | $11,601-84.6% |