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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 | $128,252 | $167,353-23.4% | $143,797-10.8% | $134,545-4.7% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -23.98% | 0.48%-24.5pp | -0.04%-23.9pp | 418.37%-442.3pp |
| Employer contribution / active EE | $7,393 | $5,620+31.5% | $4,952+49.3% | $4,742+55.9% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,871 | $18,096-62.0% | $14,679-53.2% | $11,431-39.9% |