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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 | $25,849 | $99,875-74.1% | $146,866-82.4% | $86,983-70.3% |
| Participation rate | 81.3% | 75.8%+5.4pp | 82.5%-1.3pp | 69.5%+11.7pp |
| Annual return | 10.36% | 28.10%-17.7pp | 102.85%-92.5pp | 25.83%-15.5pp |
| Employer contribution / active EE | $1,747 | $3,224-45.8% | $4,425-60.5% | $2,584-32.4% |
| Participant deferral / active EE | $2,164 | $6,322-65.8% | $7,759-72.1% | $4,194-48.4% |
| Admin fee / account holder | $1,904 | $7,838-75.7% | $13,620-86.0% | $7,856-75.8% |