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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 | $161,626 | $154,193+4.8% | $130,045+24.3% | $139,466+15.9% |
| Participation rate | 70.6% | 82.0%-11.4pp | 78.5%-7.9pp | 80.3%-9.7pp |
| Annual return | 4.88% | 32.51%-27.6pp | -137.30%+142.2pp | 373.66%-368.8pp |
| Employer contribution / active EE | $2,607 | $5,292-50.7% | $4,321-39.7% | $4,754-45.2% |
| Participant deferral / active EE | $477 | $6,709-92.9% | $5,820-91.8% | $6,712-92.9% |
| Admin fee / account holder | $3,111 | $13,989-77.8% | $10,600-70.7% | $11,409-72.7% |