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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 | $77,814-75.7% | $158,223-88.0% | $86,983-78.2% |
| Participation rate | 91.2% | 68.4%+22.8pp | 79.2%+12.0pp | 69.5%+21.6pp |
| Annual return | 8.63% | 30.54%-21.9pp | 52.09%-43.5pp | 25.83%-17.2pp |
| Employer contribution / active EE | $432 | $2,592-83.3% | $4,109-89.5% | $2,584-83.3% |
| Participant deferral / active EE | $864 | $3,270-73.6% | $5,467-84.2% | $4,194-79.4% |
| Admin fee / account holder | $3,350 | $5,879-43.0% | $16,047-79.1% | $7,856-57.4% |