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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 | $31,310 | $98,760-68.3% | $149,710-79.1% | $79,860-60.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 0.08% | 27.43%-27.4pp | 276.63%-276.6pp | 31.72%-31.6pp |
| Employer contribution / active EE | $1,481 | $3,217-53.9% | $4,645-68.1% | $2,471-40.0% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,320 | $6,053-61.7% | $9,309-75.1% | $5,306-56.3% |