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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 | $39,892 | $63,355-37.0% | $91,994-56.6% | $72,983-45.3% |
| Participation rate | 96.3% | 72.5%+23.8pp | 78.6%+17.7pp | 69.5%+26.8pp |
| Annual return | -9.79% | 35.35%-45.1pp | 69.03%-78.8pp | 81.01%-90.8pp |
| Employer contribution / active EE | $10,499 | $2,116+396.3% | $3,452+204.1% | $2,440+330.3% |
| Participant deferral / active EE | $0 | $4,883-100.0% | $5,923-100.0% | $3,608-100.0% |
| Admin fee / account holder | $509 | $4,668-89.1% | $7,743-93.4% | $5,124-90.1% |