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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 | $41,504 | $52,678-21.2% | $75,784-45.2% | $59,633-30.4% |
| Participation rate | 75.7% | 67.2%+8.4pp | 75.8%-0.1pp | 68.7%+7.0pp |
| Annual return | -3.74% | 2.95%-6.7pp | 9.68%-13.4pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $6,856 | $2,193+212.6% | $3,323+106.3% | $2,203+211.3% |
| Participant deferral / active EE | $343 | $2,591-86.8% | $3,652-90.6% | $3,192-89.2% |
| Admin fee / account holder | $1,605 | $3,610-55.5% | $5,300-69.7% | $4,297-62.6% |