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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 | $24,658 | $54,162-54.5% | $68,612-64.1% | $64,173-61.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -10.89% | -1.62%-9.3pp | -4.63%-6.3pp | 7.63%-18.5pp |
| Employer contribution / active EE | $7,920 | $1,846+329.0% | $2,625+201.7% | $2,381+232.7% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $346 | $4,029-91.4% | $5,131-93.3% | $4,887-92.9% |