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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 | $39,096 | $96,965-59.7% | $97,995-60.1% | $147,586-73.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | -3.94% | 24.11%-28.1pp | 23.94%-27.9pp | 578.59%-582.5pp |
| Employer contribution / active EE | $3,832 | $4,536-15.5% | $4,158-7.9% | $4,876-21.4% |
| Participant deferral / active EE | $950 | $5,081-81.3% | $5,097-81.4% | $5,439-82.5% |
| Admin fee / account holder | $4,134 | $8,120-49.1% | $5,943-30.4% | $10,886-62.0% |