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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 | $21,906 | $62,672-65.0% | $185,117-88.2% | $70,126-68.8% |
| Participation rate | 96.3% | 63.8%+32.5pp | 77.3%+19.0pp | 69.5%+26.8pp |
| Annual return | 11.26% | 40.79%-29.5pp | 40.50%-29.2pp | 73.15%-61.9pp |
| Employer contribution / active EE | $811 | $1,753-53.7% | $4,182-80.6% | $2,343-65.4% |
| Participant deferral / active EE | $915 | $3,272-72.0% | $5,045-81.9% | $3,332-72.5% |
| Admin fee / account holder | $6,245 | $3,932+58.8% | $8,159-23.5% | $4,645+34.4% |