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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 | $28,419 | $49,025-42.0% | $87,502-67.5% | $62,881-54.8% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | -7.60% | 10.02%-17.6pp | 12.21%-19.8pp | 20.14%-27.7pp |
| Employer contribution / active EE | $532 | $1,372-61.2% | $2,550-79.1% | $2,281-76.7% |
| Participant deferral / active EE | $0 | $2,289-100.0% | $3,149-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,259 | $4,065-69.0% | $4,221-70.2% | $4,296-70.7% |