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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 | $142,413 | $112,300+26.8% | $90,223+57.8% | $125,389+13.6% |
| Participation rate | 88.2% | 82.9%+5.4pp | 79.0%+9.2pp | 83.2%+5.0pp |
| Annual return | -8.43% | -0.57%-7.9pp | 1.31%-9.7pp | 282.24%-290.7pp |
| Employer contribution / active EE | $2,721 | $5,181-47.5% | $4,378-37.9% | $4,866-44.1% |
| Participant deferral / active EE | $0 | $6,733-100.0% | $5,792-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,776 | $10,990-56.5% | $7,406-35.5% | $9,541-49.9% |