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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 | $21,112 | $167,362-87.4% | $143,799-85.3% | $134,532-84.3% |
| Participation rate | 95.2% | 84.8%+10.4pp | 80.3%+14.9pp | 81.2%+14.0pp |
| Annual return | -20.54% | 0.47%-21.0pp | -0.04%-20.5pp | 418.27%-438.8pp |
| Employer contribution / active EE | $1,559 | $5,620-72.3% | $4,952-68.5% | $4,741-67.1% |
| Participant deferral / active EE | $1,829 | $6,447-71.6% | $5,638-67.6% | $6,401-71.4% |
| Admin fee / account holder | $3,539 | $18,094-80.4% | $14,677-75.9% | $11,429-69.0% |