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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 | $98,776-68.3% | $149,745-79.1% | $79,856-60.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 0.08% | 27.38%-27.3pp | 276.72%-276.6pp | 31.71%-31.6pp |
| Employer contribution / active EE | $1,481 | $3,217-54.0% | $4,646-68.1% | $2,471-40.1% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,320 | $6,053-61.7% | $9,312-75.1% | $5,306-56.3% |