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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 | $76,074 | $113,941-33.2% | $94,229-19.3% | $125,389-39.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -6.14% | 5.29%-11.4pp | 10.68%-16.8pp | 282.24%-288.4pp |
| Employer contribution / active EE | $10,807 | $4,727+128.6% | $3,587+201.3% | $4,866+122.1% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $634 | $8,392-92.4% | $6,269-89.9% | $9,541-93.4% |