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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 | $18,749 | $76,407-75.5% | $150,298-87.5% | $82,448-77.3% |
| Participation rate | 71.1% | 66.4%+4.7pp | 77.8%-6.7pp | 68.1%+3.0pp |
| Annual return | 12.19% | 39.99%-27.8pp | 62.79%-50.6pp | 41.64%-29.4pp |
| Employer contribution / active EE | $653 | $2,614-75.0% | $4,154-84.3% | $2,551-74.4% |
| Participant deferral / active EE | $316 | $3,214-90.2% | $5,453-94.2% | $4,139-92.4% |
| Admin fee / account holder | $871 | $6,352-86.3% | $14,116-93.8% | $7,234-88.0% |