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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 | $18,936 | $78,690-75.9% | $161,489-88.3% | $87,485-78.4% |
| Participation rate | 91.2% | 67.5%+23.7pp | 78.7%+12.5pp | 68.9%+22.2pp |
| Annual return | 8.63% | 32.74%-24.1pp | 89.72%-81.1pp | 26.06%-17.4pp |
| Employer contribution / active EE | $432 | $2,588-83.3% | $4,268-89.9% | $2,596-83.4% |
| Participant deferral / active EE | $864 | $3,311-73.9% | $5,630-84.7% | $4,274-79.8% |
| Admin fee / account holder | $3,350 | $6,724-50.2% | $16,006-79.1% | $7,775-56.9% |