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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 | $19,102 | $42,909-55.5% | $60,906-68.6% | $68,486-72.1% |
| Participation rate | 75.0% | 66.8%+8.2pp | 73.1%+1.9pp | 67.9%+7.1pp |
| Annual return | -19.16% | -13.99%-5.2pp | 16.94%-36.1pp | -7.85%-11.3pp |
| Employer contribution / active EE | $740 | $1,979-62.6% | $2,703-72.6% | $2,597-71.5% |
| Participant deferral / active EE | $740 | $2,866-74.2% | $3,814-80.6% | $4,028-81.6% |
| Admin fee / account holder | $1,255 | $3,104-59.6% | $3,227-61.1% | $5,404-76.8% |