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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 | $23,686 | $52,678-55.0% | $75,784-68.7% | $59,633-60.3% |
| Participation rate | 75.6% | 67.2%+8.4pp | 75.8%-0.2pp | 68.7%+7.0pp |
| Annual return | -3.18% | 2.95%-6.1pp | 9.68%-12.9pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $5,069 | $2,193+131.1% | $3,323+52.5% | $2,203+130.1% |
| Participant deferral / active EE | $752 | $2,591-71.0% | $3,652-79.4% | $3,192-76.4% |
| Admin fee / account holder | $2,818 | $3,610-21.9% | $5,300-46.8% | $4,297-34.4% |