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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 | $32,655 | $95,895-65.9% | $79,576-59.0% | $134,509-75.7% |
| Participation rate | 72.7% | 75.0%-2.3pp | 69.5%+3.2pp | 81.2%-8.5pp |
| Annual return | -27.36% | -2.72%-24.6pp | 0.15%-27.5pp | 418.13%-445.5pp |
| Employer contribution / active EE | $747 | $3,128-76.1% | $2,413-69.1% | $4,741-84.2% |
| Participant deferral / active EE | $950 | $4,693-79.8% | $3,985-76.2% | $6,400-85.2% |
| Admin fee / account holder | $2,856 | $9,129-68.7% | $6,834-58.2% | $11,427-75.0% |