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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 | $93,727 | $755,339-87.6% | $379,746-75.3% | $158,982-41.0% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | -17.60% | 53.41%-71.0pp | 34.90%-52.5pp | 302.99%-320.6pp |
| Employer contribution / active EE | $1,267 | $4,685-73.0% | $3,540-64.2% | $4,763-73.4% |
| Participant deferral / active EE | $1,694 | $7,938-78.7% | $6,024-71.9% | $5,983-71.7% |
| Admin fee / account holder | $807 | $14,482-94.4% | $7,927-89.8% | $11,252-92.8% |