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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 | $73,313 | $127,386-42.4% | $115,037-36.3% | $125,388-41.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -8.63% | 31.28%-39.9pp | 26.14%-34.8pp | 282.24%-290.9pp |
| Employer contribution / active EE | $2,811 | $5,166-45.6% | $4,608-39.0% | $4,866-42.2% |
| Participant deferral / active EE | $923 | $6,423-85.6% | $6,026-84.7% | $5,352-82.8% |
| Admin fee / account holder | $431 | $9,516-95.5% | $8,175-94.7% | $9,541-95.5% |