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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 | $52,460 | $143,969-63.6% | $199,883-73.8% | $82,637-36.5% |
| Participation rate | 87.1% | 84.1%+3.0pp | 86.8%+0.3pp | 68.1%+19.0pp |
| Annual return | -1.62% | 25.67%-27.3pp | 43.81%-45.4pp | 53.51%-55.1pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $971 | $6,937-86.0% | $9,138-89.4% | $4,126-76.5% |
| Admin fee / account holder | $1,932 | $14,597-86.8% | $17,268-88.8% | $7,339-73.7% |