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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 | $16,594 | $87,546-81.0% | $75,784-78.1% | $125,389-86.8% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | -4.80% | 13.49%-18.3pp | 9.68%-14.5pp | 282.24%-287.0pp |
| Employer contribution / active EE | $1,428 | $3,930-63.7% | $3,323-57.0% | $4,866-70.7% |
| Participant deferral / active EE | $598 | $4,230-85.9% | $3,652-83.6% | $5,352-88.8% |
| Admin fee / account holder | $4,099 | $6,503-37.0% | $5,300-22.6% | $9,541-57.0% |