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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 | $42,710 | $79,523-46.3% | $140,019-69.5% | $56,289-24.1% |
| Participation rate | 70.5% | 85.7%-15.2pp | 87.5%-17.0pp | 69.9%+0.6pp |
| Annual return | -8.18% | 2.39%-10.6pp | 651.17%-659.4pp | -9.96%+1.8pp |
| Employer contribution / active EE | $1,375 | $3,350-59.0% | $5,605-75.5% | $2,111-34.9% |
| Participant deferral / active EE | $2,562 | $5,129-50.1% | $6,927-63.0% | $3,350-23.5% |
| Admin fee / account holder | $690 | $614+12.4% | $10,705-93.6% | $521+32.5% |