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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 | $44,415 | $107,421-58.7% | $182,262-75.6% | $94,015-52.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 0.05% | 21.32%-21.3pp | 140.60%-140.5pp | 17.84%-17.8pp |
| Employer contribution / active EE | $2,963 | $3,448-14.1% | $5,046-41.3% | $2,790+6.2% |
| Participant deferral / active EE | $0 | $6,558-100.0% | $8,276-100.0% | $4,249-100.0% |
| Admin fee / account holder | $7,864 | $8,692-9.5% | $16,712-52.9% | $8,951-12.1% |