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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 | $43,533 | $81,487-46.6% | $102,412-57.5% | $80,935-46.2% |
| Participation rate | 98.1% | 66.8%+31.3pp | 74.5%+23.6pp | 67.7%+30.5pp |
| Annual return | -4.83% | 25.60%-30.4pp | 24.94%-29.8pp | 35.66%-40.5pp |
| Employer contribution / active EE | $1,333 | $3,103-57.0% | $3,870-65.5% | $2,757-51.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $642 | $6,717-90.4% | $8,388-92.3% | $6,924-90.7% |