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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 | $64,927 | $48,078+35.0% | $78,676-17.5% | $62,881+3.3% |
| Participation rate | 96.9% | 65.2%+31.7pp | 73.6%+23.3pp | 69.3%+27.6pp |
| Annual return | -0.71% | 31.36%-32.1pp | 62.19%-62.9pp | 20.14%-20.9pp |
| Employer contribution / active EE | $7,354 | $2,015+265.0% | $2,850+158.0% | $2,281+222.4% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,067 | $3,206-66.7% | $4,510-76.3% | $4,296-75.2% |