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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 | $179,585 | $88,707+102.4% | $74,184+142.1% | $273,972-34.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -2.51% | 11.94%-14.4pp | 17.74%-20.2pp | 41.46%-44.0pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $491 | $4,212-88.3% | $3,550-86.2% | $5,287-90.7% |
| Admin fee / account holder | $7,565 | $8,717-13.2% | $5,586+35.4% | $10,133-25.3% |