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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 | $188,689 | $78,015+141.9% | $178,505+5.7% | $80,959+133.1% |
| Participation rate | 91.2% | 65.7%+25.6pp | 77.1%+14.1pp | 67.7%+23.6pp |
| Annual return | -6.41% | 18.10%-24.5pp | 27.16%-33.6pp | 35.67%-42.1pp |
| Employer contribution / active EE | $11,888 | $2,281+421.1% | $3,955+200.6% | $2,757+331.2% |
| Participant deferral / active EE | $0 | $4,406-100.0% | $6,280-100.0% | $4,300-100.0% |
| Admin fee / account holder | $10,447 | $7,160+45.9% | $10,428+0.2% | $6,925+50.8% |