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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 | $69,864 | $97,648-28.5% | $121,663-42.6% | $87,485-20.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | -5.97% | 18.03%-24.0pp | 147.54%-153.5pp | 26.06%-32.0pp |
| Employer contribution / active EE | $5,113 | $2,300+122.3% | $3,020+69.3% | $2,596+97.0% |
| Participant deferral / active EE | $0 | $3,923-100.0% | $4,887-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,779 | $11,100-66.0% | $14,289-73.6% | $7,775-51.4% |