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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 | $53,159 | $78,423-32.2% | $95,964-44.6% | $79,856-33.4% |
| Participation rate | 75.9% | 73.5%+2.5pp | 77.1%-1.1pp | 69.6%+6.3pp |
| Annual return | 7.03% | 19.37%-12.3pp | 91.64%-84.6pp | 31.71%-24.7pp |
| Employer contribution / active EE | $536 | $1,945-72.5% | $2,541-78.9% | $2,471-78.3% |
| Participant deferral / active EE | $1,503 | $3,440-56.3% | $4,167-63.9% | $3,741-59.8% |
| Admin fee / account holder | $11,257 | $5,622+100.2% | $6,797+65.6% | $5,306+112.1% |