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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 | $90,645 | $109,782-17.4% | $260,467-65.2% | $94,015-3.6% |
| Participation rate | 98.1% | 67.2%+30.9pp | 80.5%+17.6pp | 70.8%+27.3pp |
| Annual return | -0.88% | 18.60%-19.5pp | 100.60%-101.5pp | 17.84%-18.7pp |
| Employer contribution / active EE | $5,234 | $2,147+143.8% | $4,239+23.5% | $2,790+87.6% |
| Participant deferral / active EE | $0 | $4,044-100.0% | $6,319-100.0% | $4,249-100.0% |
| Admin fee / account holder | $3,211 | $11,958-73.1% | $15,461-79.2% | $8,951-64.1% |