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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 | $81,457-46.6% | $103,378-57.9% | $80,911-46.2% |
| Participation rate | 98.1% | 66.8%+31.3pp | 74.5%+23.6pp | 67.6%+30.5pp |
| Annual return | -4.83% | 25.58%-30.4pp | 24.91%-29.7pp | 35.63%-40.5pp |
| Employer contribution / active EE | $1,333 | $3,107-57.1% | $3,870-65.5% | $2,756-51.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $642 | $6,717-90.4% | $8,401-92.4% | $6,935-90.7% |