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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 | $33,980 | $95,453-64.4% | $112,040-69.7% | $82,448-58.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | -20.19% | 23.92%-44.1pp | 24.52%-44.7pp | 41.64%-61.8pp |
| Employer contribution / active EE | $8,813 | $2,318+280.3% | $2,954+198.4% | $2,551+245.5% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,465 | $9,013-72.7% | $12,098-79.6% | $7,234-65.9% |