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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 | $23,328 | $64,729-64.0% | $112,263-79.2% | $68,490-65.9% |
| Participation rate | 85.4% | 67.2%+18.3pp | 75.1%+10.4pp | 67.9%+17.5pp |
| Annual return | -20.89% | -11.40%-9.5pp | 27.49%-48.4pp | -7.85%-13.0pp |
| Employer contribution / active EE | $6,386 | $2,746+132.6% | $3,636+75.6% | $2,597+145.9% |
| Participant deferral / active EE | $233 | $3,566-93.5% | $4,729-95.1% | $4,028-94.2% |
| Admin fee / account holder | $1,814 | $5,222-65.3% | $6,410-71.7% | $5,403-66.4% |