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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 | $109,775 | $77,962+40.8% | $178,540-38.5% | $80,935+35.6% |
| Participation rate | 97.4% | 65.7%+31.8pp | 77.1%+20.3pp | 67.7%+29.8pp |
| Annual return | -23.01% | 18.10%-41.1pp | 27.15%-50.2pp | 35.66%-58.7pp |
| Employer contribution / active EE | $7,864 | $2,280+244.9% | $3,953+98.9% | $2,757+185.3% |
| Participant deferral / active EE | $0 | $4,404-100.0% | $6,281-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,534 | $7,156-64.6% | $10,424-75.7% | $6,924-63.4% |