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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 | $96,040 | $48,267+99.0% | $68,808+39.6% | $68,486+40.2% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -28.10% | -12.70%-15.4pp | -6.37%-21.7pp | -7.85%-20.2pp |
| Employer contribution / active EE | $3,758 | $1,829+105.4% | $2,656+41.5% | $2,597+44.7% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $762 | $4,362-82.5% | $4,936-84.6% | $5,404-85.9% |