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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 | $30,434 | $73,863-58.8% | $143,797-78.8% | $68,490-55.6% |
| Participation rate | 70.0% | 66.7%+3.3pp | 80.3%-10.3pp | 67.9%+2.1pp |
| Annual return | -19.97% | 0.91%-20.9pp | -0.04%-19.9pp | -7.85%-12.1pp |
| Employer contribution / active EE | $2,359 | $3,185-25.9% | $4,952-52.4% | $2,597-9.1% |
| Participant deferral / active EE | $824 | $3,385-75.7% | $5,638-85.4% | $4,028-79.6% |
| Admin fee / account holder | $1,608 | $5,756-72.1% | $14,679-89.0% | $5,403-70.2% |