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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 | $80,344 | $138,386-41.9% | $184,260-56.4% | $80,935-0.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | -1.15% | 20.02%-21.2pp | 28.84%-30.0pp | 35.66%-36.8pp |
| Employer contribution / active EE | $4,072 | $4,851-16.0% | $6,427-36.6% | $2,757+47.7% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,301 | $10,489-68.5% | $13,898-76.3% | $6,924-52.3% |