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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 | $81,732 | $72,273+13.1% | $101,275-19.3% | $79,856+2.3% |
| Participation rate | 82.5% | 68.5%+14.0pp | 75.8%+6.7pp | 69.6%+12.9pp |
| Annual return | -2.73% | 22.30%-25.0pp | 46.48%-49.2pp | 31.71%-34.4pp |
| Employer contribution / active EE | $2,817 | $2,691+4.7% | $3,660-23.0% | $2,471+14.0% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,033 | $4,401-8.4% | $5,948-32.2% | $5,306-24.0% |