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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 | $27,691 | $82,678-66.5% | $125,391-77.9% | $68,490-59.6% |
| Participation rate | 70.4% | 75.1%-4.7pp | 82.4%-12.0pp | 67.9%+2.5pp |
| Annual return | -19.77% | -5.97%-13.8pp | 572.41%-592.2pp | -7.85%-11.9pp |
| Employer contribution / active EE | $879 | $3,382-74.0% | $4,816-81.8% | $2,597-66.2% |
| Participant deferral / active EE | $2,498 | $6,111-59.1% | $7,448-66.5% | $4,028-38.0% |
| Admin fee / account holder | $593 | $6,277-90.5% | $10,009-94.1% | $5,403-89.0% |