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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 | $53,203 | $60,139-11.5% | $90,461-41.2% | $79,856-33.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 3.86% | 71.96%-68.1pp | 1294.76%-1290.9pp | 31.71%-27.9pp |
| Employer contribution / active EE | $745 | $2,069-64.0% | $3,264-77.2% | $2,471-69.9% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,869 | $3,978-27.9% | $5,617-48.9% | $5,306-45.9% |