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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 | $35,611 | $116,203-69.4% | $93,621-62.0% | $152,897-76.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 0.78% | 35.96%-35.2pp | 32.76%-32.0pp | 345.43%-344.7pp |
| Employer contribution / active EE | $6,002 | $3,219+86.5% | $2,719+120.8% | $4,764+26.0% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,892 | $10,751-63.8% | $7,890-50.7% | $11,599-66.4% |