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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 | $74,314 | $59,834+24.2% | $79,576-6.6% | $68,495+8.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -23.59% | -12.30%-11.3pp | 0.15%-23.7pp | -7.84%-15.7pp |
| Employer contribution / active EE | $3,759 | $1,505+149.8% | $2,413+55.8% | $2,596+44.8% |
| Participant deferral / active EE | $1,219 | $3,024-59.7% | $3,985-69.4% | $4,028-69.7% |
| Admin fee / account holder | $462 | $4,835-90.4% | $6,834-93.2% | $5,403-91.4% |