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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 | $71,280 | $101,795-30.0% | $165,100-56.8% | $80,959-12.0% |
| Participation rate | 73.8% | 71.8%+2.0pp | 78.6%-4.8pp | 67.7%+6.1pp |
| Annual return | -5.45% | 16.73%-22.2pp | 70.21%-75.7pp | 35.67%-41.1pp |
| Employer contribution / active EE | $9,393 | $2,954+218.0% | $4,348+116.0% | $2,757+240.7% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,984 | $8,221-27.2% | $12,696-52.9% | $6,925-13.6% |