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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 | $134,864 | $91,536+47.3% | $130,062+3.7% | $75,177+79.4% |
| Participation rate | 82.1% | 71.5%+10.7pp | 78.5%+3.6pp | 67.2%+14.9pp |
| Annual return | 9.76% | -631.62%+641.4pp | -137.37%+147.1pp | 160.75%-151.0pp |
| Employer contribution / active EE | $919 | $2,845-67.7% | $4,322-78.7% | $2,671-65.6% |
| Participant deferral / active EE | $1,462 | $4,343-66.3% | $5,821-74.9% | $4,126-64.6% |
| Admin fee / account holder | $3,540 | $6,780-47.8% | $10,601-66.6% | $5,651-37.4% |