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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 | $19,551 | $85,094-77.0% | $76,327-74.4% | $145,884-86.6% |
| Participation rate | 91.7% | 82.9%+8.8pp | 79.2%+12.4pp | 80.3%+11.4pp |
| Annual return | -4.30% | 13.13%-17.4pp | 13.79%-18.1pp | 551.85%-556.1pp |
| Employer contribution / active EE | $1,533 | $5,261-70.9% | $4,584-66.6% | $4,662-67.1% |
| Participant deferral / active EE | $1,486 | $6,390-76.7% | $5,478-72.9% | $6,690-77.8% |
| Admin fee / account holder | $1,809 | $5,773-68.7% | $5,139-64.8% | $13,392-86.5% |