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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 | $146,934 | $57,073+157.4% | $85,126+72.6% | $80,925+81.6% |
| Participation rate | 92.6% | 56.4%+36.2pp | 67.5%+25.1pp | 67.7%+24.9pp |
| Annual return | -29.13% | 21.69%-50.8pp | 66.63%-95.8pp | 35.65%-64.8pp |
| Employer contribution / active EE | $7,675 | $1,801+326.2% | $2,731+181.0% | $2,756+178.5% |
| Participant deferral / active EE | $0 | $3,113-100.0% | $4,523-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,548 | $4,988-48.9% | $6,160-58.6% | $6,940-63.3% |