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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 | $70,532 | $106,247-33.6% | $96,515-26.9% | $139,466-49.4% |
| Participation rate | 88.2% | 77.8%+10.4pp | 74.3%+13.9pp | 80.3%+7.9pp |
| Annual return | -5.64% | 38.47%-44.1pp | 35.73%-41.4pp | 373.66%-379.3pp |
| Employer contribution / active EE | $29,483 | $4,106+618.1% | $3,740+688.4% | $4,754+520.2% |
| Participant deferral / active EE | $1,206 | $5,456-77.9% | $4,880-75.3% | $6,712-82.0% |
| Admin fee / account holder | $6,297 | $7,885-20.1% | $6,735-6.5% | $11,409-44.8% |