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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 | $144,312 | $167,362-13.8% | $143,799+0.4% | $134,532+7.3% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -28.33% | 0.47%-28.8pp | -0.04%-28.3pp | 418.27%-446.6pp |
| Employer contribution / active EE | $5,626 | $5,620+0.1% | $4,952+13.6% | $4,741+18.7% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,070 | $18,094-77.5% | $14,677-72.3% | $11,429-64.4% |