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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 | $76,307 | $65,027+17.3% | $90,970-16.1% | $79,852-4.4% |
| Participation rate | 96.7% | 61.6%+35.1pp | 69.0%+27.7pp | 69.6%+27.0pp |
| Annual return | -8.84% | 30.45%-39.3pp | 134.58%-143.4pp | 31.72%-40.6pp |
| Employer contribution / active EE | $2,052 | $1,247+64.5% | $2,122-3.3% | $2,471-16.9% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $308 | $4,535-93.2% | $5,960-94.8% | $5,306-94.2% |