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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 | $13,595 | $59,440-77.1% | $78,004-82.6% | $82,637-83.5% |
| Participation rate | 86.7% | 62.8%+23.8pp | 69.4%+17.2pp | 68.1%+18.6pp |
| Annual return | 11.84% | 40.24%-28.4pp | 31.07%-19.2pp | 53.51%-41.7pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $958 | $3,138-69.5% | $4,092-76.6% | $4,126-76.8% |
| Admin fee / account holder | $717 | $5,504-87.0% | $7,578-90.5% | $7,339-90.2% |