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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 | $58,488 | $62,583-6.5% | $76,767-23.8% | $64,173-8.9% |
| Participation rate | 76.5% | 72.8%+3.7pp | 77.0%-0.5pp | 69.6%+6.9pp |
| Annual return | -7.64% | -1.95%-5.7pp | 2.43%-10.1pp | 7.63%-15.3pp |
| Employer contribution / active EE | $7,429 | $1,832+305.5% | $2,485+198.9% | $2,381+212.1% |
| Participant deferral / active EE | $731 | $3,145-76.8% | $3,852-81.0% | $3,470-78.9% |
| Admin fee / account holder | $7,811 | $4,667+67.4% | $6,675+17.0% | $4,887+59.8% |