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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 | $19,293 | $92,219-79.1% | $76,767-74.9% | $135,380-85.7% |
| Participation rate | 95.7% | 79.8%+15.9pp | 77.0%+18.7pp | 82.6%+13.0pp |
| Annual return | -8.96% | 5.46%-14.4pp | 2.43%-11.4pp | 519.81%-528.8pp |
| Employer contribution / active EE | $6,023 | $3,216+87.3% | $2,485+142.4% | $4,779+26.0% |
| Participant deferral / active EE | $665 | $4,508-85.2% | $3,852-82.7% | $5,609-88.1% |
| Admin fee / account holder | $985 | $10,749-90.8% | $6,675-85.2% | $10,828-90.9% |