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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 | $38,886 | $100,262-61.2% | $81,370-52.2% | $145,897-73.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 0.31% | 34.52%-34.2pp | 24.85%-24.5pp | 552.29%-552.0pp |
| Employer contribution / active EE | $26,016 | $2,979+773.4% | $2,464+955.9% | $4,663+458.0% |
| Participant deferral / active EE | $0 | $4,612-100.0% | $3,885-100.0% | $6,689-100.0% |
| Admin fee / account holder | $882 | $8,163-89.2% | $5,749-84.7% | $13,390-93.4% |