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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 | $38,983 | $58,523-33.4% | $99,470-60.8% | $72,983-46.6% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | -3.51% | 28.51%-32.0pp | 30.72%-34.2pp | 81.01%-84.5pp |
| Employer contribution / active EE | $625 | $1,512-58.7% | $2,540-75.4% | $2,440-74.4% |
| Participant deferral / active EE | $0 | $2,606-100.0% | $3,619-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,203 | $4,102-70.7% | $6,252-80.8% | $5,124-76.5% |