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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 | $58,170 | $97,881-40.6% | $80,004-27.3% | $125,389-53.6% |
| Participation rate | 90.0% | 77.9%+12.1pp | 73.0%+17.0pp | 83.2%+6.8pp |
| Annual return | -4.54% | 9.36%-13.9pp | 7.63%-12.2pp | 282.24%-286.8pp |
| Employer contribution / active EE | $4,633 | $3,128+48.1% | $2,473+87.4% | $4,866-4.8% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,823 | $6,278-71.0% | $5,033-63.8% | $9,541-80.9% |