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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 | $25,844 | $76,551-66.2% | $123,894-79.1% | $62,881-58.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | -4.14% | 18.68%-22.8pp | 47.52%-51.7pp | 20.14%-24.3pp |
| Employer contribution / active EE | $584 | $2,882-79.8% | $4,617-87.4% | $2,281-74.4% |
| Participant deferral / active EE | $1,741 | $4,840-64.0% | $5,984-70.9% | $3,203-45.6% |
| Admin fee / account holder | $2,526 | $4,826-47.7% | $8,357-69.8% | $4,296-41.2% |