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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 | $53,767 | $56,287-4.5% | $80,977-33.6% | $62,881-14.5% |
| Participation rate | 94.3% | 68.9%+25.3pp | 75.8%+18.5pp | 69.3%+25.0pp |
| Annual return | -29.85% | 22.13%-52.0pp | 17.11%-47.0pp | 20.14%-50.0pp |
| Employer contribution / active EE | $8,669 | $1,943+346.2% | $3,715+133.4% | $2,281+280.1% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $5,696-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,120 | $3,742-70.1% | $5,517-79.7% | $4,296-73.9% |