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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 | $92,729 | $100,792-8.0% | $86,691+7.0% | $134,509-31.1% |
| Participation rate | 92.9% | 78.9%+13.9pp | 76.6%+16.3pp | 81.2%+11.6pp |
| Annual return | -28.62% | 29.08%-57.7pp | 35.94%-64.6pp | 418.13%-446.8pp |
| Employer contribution / active EE | $4,212 | $3,491+20.7% | $2,837+48.5% | $4,741-11.1% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $9,668 | $10,924-11.5% | $7,492+29.0% | $11,427-15.4% |