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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 | $106,174 | $107,368-1.1% | $92,915+14.3% | $152,909-30.6% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | -4.54% | 145.64%-150.2pp | 109.45%-114.0pp | 345.46%-350.0pp |
| Employer contribution / active EE | $4,706 | $4,222+11.4% | $3,653+28.8% | $4,764-1.2% |
| Participant deferral / active EE | $706 | $4,848-85.4% | $4,238-83.3% | $5,851-87.9% |
| Admin fee / account holder | $467 | $7,082-93.4% | $5,796-91.9% | $11,601-96.0% |