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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 | $21,910 | $77,814-71.8% | $158,223-86.2% | $86,983-74.8% |
| Participation rate | 91.4% | 68.4%+23.0pp | 79.2%+12.2pp | 69.5%+21.9pp |
| Annual return | 11.94% | 30.54%-18.6pp | 52.09%-40.1pp | 25.83%-13.9pp |
| Employer contribution / active EE | $3,570 | $2,592+37.7% | $4,109-13.1% | $2,584+38.1% |
| Participant deferral / active EE | $482 | $3,270-85.3% | $5,467-91.2% | $4,194-88.5% |
| Admin fee / account holder | $341 | $5,879-94.2% | $16,047-97.9% | $7,856-95.7% |