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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 | $38,111 | $86,949-56.2% | $102,460-62.8% | $80,959-52.9% |
| Participation rate | 97.0% | 72.4%+24.6pp | 76.5%+20.5pp | 67.7%+29.3pp |
| Annual return | -17.03% | 18.89%-35.9pp | 29.47%-46.5pp | 35.67%-52.7pp |
| Employer contribution / active EE | $9,495 | $2,370+300.7% | $3,025+213.9% | $2,757+244.4% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,785 | $8,048-65.4% | $9,460-70.6% | $6,925-59.8% |