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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 | $32,297 | $100,805-68.0% | $86,698-62.7% | $134,532-76.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -24.75% | 29.09%-53.8pp | 35.95%-60.7pp | 418.27%-443.0pp |
| Employer contribution / active EE | $1,592 | $3,490-54.4% | $2,837-43.9% | $4,741-66.4% |
| Participant deferral / active EE | $849 | $5,339-84.1% | $4,656-81.8% | $6,401-86.7% |
| Admin fee / account holder | $9,351 | $10,925-14.4% | $7,493+24.8% | $11,429-18.2% |