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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 | $75,541-75.2% | $152,093-87.7% | $82,637-77.3% |
| Participation rate | 71.1% | 66.5%+4.5pp | 77.8%-6.7pp | 68.1%+3.0pp |
| Annual return | 12.19% | 32.56%-20.4pp | 66.36%-54.2pp | 53.51%-41.3pp |
| Employer contribution / active EE | $653 | $2,622-75.1% | $4,175-84.4% | $2,552-74.4% |
| Participant deferral / active EE | $316 | $3,206-90.2% | $5,451-94.2% | $4,126-92.4% |
| Admin fee / account holder | $871 | $6,405-86.4% | $14,497-94.0% | $7,339-88.1% |