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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 | $35,404 | $79,961-55.7% | $98,462-64.0% | $75,177-52.9% |
| Participation rate | 94.7% | 70.4%+24.4pp | 75.2%+19.6pp | 67.2%+27.5pp |
| Annual return | -15.54% | 19.75%-35.3pp | 21.17%-36.7pp | 160.75%-176.3pp |
| Employer contribution / active EE | $12,872 | $2,264+468.5% | $3,049+322.2% | $2,671+381.9% |
| Participant deferral / active EE | $0 | $3,753-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $620 | $6,842-90.9% | $8,875-93.0% | $5,651-89.0% |