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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 | $45,080 | $76,551-41.1% | $123,894-63.6% | $62,881-28.3% |
| Participation rate | 84.1% | 73.0%+11.1pp | 81.4%+2.6pp | 69.3%+14.8pp |
| Annual return | -12.03% | 18.68%-30.7pp | 47.52%-59.6pp | 20.14%-32.2pp |
| Employer contribution / active EE | $5,356 | $2,882+85.8% | $4,617+16.0% | $2,281+134.8% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,397 | $4,826-71.0% | $8,357-83.3% | $4,296-67.5% |