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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 | $57,714 | $162,136-64.4% | $152,301-62.1% | $154,746-62.7% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | -33.61% | 91.02%-124.6pp | 80.50%-114.1pp | 172.34%-205.9pp |
| Employer contribution / active EE | $1,007 | $4,890-79.4% | $4,624-78.2% | $4,379-77.0% |
| Participant deferral / active EE | $1,091 | $8,341-86.9% | $8,004-86.4% | $6,730-83.8% |
| Admin fee / account holder | $543 | $15,759-96.6% | $14,398-96.2% | $14,365-96.2% |