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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 | $68,873 | $62,589+10.0% | $76,768-10.3% | $64,173+7.3% |
| Participation rate | 97.8% | 72.8%+25.0pp | 77.0%+20.8pp | 69.6%+28.2pp |
| Annual return | -8.82% | -1.95%-6.9pp | 2.43%-11.2pp | 7.63%-16.4pp |
| Employer contribution / active EE | $4,444 | $1,832+142.6% | $2,485+78.8% | $2,381+86.7% |
| Participant deferral / active EE | $576 | $3,145-81.7% | $3,852-85.0% | $3,470-83.4% |
| Admin fee / account holder | $4,541 | $4,667-2.7% | $6,675-32.0% | $4,887-7.1% |