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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 | $56,083 | $153,769-63.5% | $133,975-58.1% | $273,972-79.5% |
| Participation rate | 95.7% | 88.4%+7.3pp | 87.1%+8.6pp | 83.0%+12.6pp |
| Annual return | -10.39% | 36.51%-46.9pp | 29.29%-39.7pp | 41.46%-51.8pp |
| Employer contribution / active EE | $2,644 | $6,029-56.1% | $5,211-49.3% | $4,869-45.7% |
| Participant deferral / active EE | $1,841 | $6,958-73.5% | $6,282-70.7% | $5,287-65.2% |
| Admin fee / account holder | $4,182 | $11,765-64.4% | $9,324-55.1% | $10,133-58.7% |