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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 | $17,619 | $42,917-58.9% | $60,899-71.1% | $68,495-74.3% |
| Participation rate | 96.3% | 66.8%+29.5pp | 73.1%+23.2pp | 67.9%+28.4pp |
| Annual return | -18.71% | -13.99%-4.7pp | 16.92%-35.6pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,080 | $1,979+5.1% | $2,702-23.0% | $2,596-19.9% |
| Participant deferral / active EE | $718 | $2,867-75.0% | $3,817-81.2% | $4,028-82.2% |
| Admin fee / account holder | $1,071 | $3,102-65.5% | $3,225-66.8% | $5,403-80.2% |