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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 | $142,972-63.3% | $214,702-75.6% | $86,983-39.7% |
| Participation rate | 87.1% | 84.9%+2.2pp | 87.5%-0.4pp | 69.5%+17.6pp |
| Annual return | -1.62% | 18.49%-20.1pp | 54.55%-56.2pp | 25.83%-27.4pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $971 | $6,568-85.2% | $9,147-89.4% | $4,194-76.8% |
| Admin fee / account holder | $1,932 | $17,617-89.0% | $19,830-90.3% | $7,856-75.4% |