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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 | $100,805-8.0% | $86,698+7.0% | $134,532-31.1% |
| Participation rate | 92.9% | 79.0%+13.9pp | 76.6%+16.3pp | 81.2%+11.6pp |
| Annual return | -28.62% | 29.09%-57.7pp | 35.95%-64.6pp | 418.27%-446.9pp |
| Employer contribution / active EE | $4,212 | $3,490+20.7% | $2,837+48.5% | $4,741-11.2% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $9,668 | $10,925-11.5% | $7,493+29.0% | $11,429-15.4% |