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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 | $62,222 | $65,704-5.3% | $94,229-34.0% | $59,633+4.3% |
| Participation rate | 89.3% | 72.1%+17.2pp | 78.8%+10.5pp | 68.7%+20.6pp |
| Annual return | -2.84% | 5.22%-8.1pp | 10.68%-13.5pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $957 | $3,143-69.5% | $4,320-77.8% | $3,192-70.0% |
| Admin fee / account holder | $1,428 | $4,265-66.5% | $6,269-77.2% | $4,297-66.8% |