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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 | $25,541 | $44,850-43.1% | $60,547-57.8% | $59,633-57.2% |
| Participation rate | 100.0% | 59.5%+40.5pp | 68.0%+32.0pp | 68.7%+31.3pp |
| Annual return | -6.04% | 1074.14%-1080.2pp | 335.64%-341.7pp | 2041.45%-2047.5pp |
| Employer contribution / active EE | $1,458 | $1,462-0.2% | $2,419-39.7% | $2,203-33.8% |
| Participant deferral / active EE | $0 | $2,230-100.0% | $3,328-100.0% | $3,192-100.0% |
| Admin fee / account holder | $690 | $3,635-81.0% | $4,536-84.8% | $4,297-83.9% |