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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 | $24,725 | $136,860-81.9% | $120,344-79.5% | $154,746-84.0% |
| Participation rate | 90.0% | 79.9%+10.1pp | 76.7%+13.3pp | 80.7%+9.3pp |
| Annual return | 6.49% | 21.38%-14.9pp | 20.30%-13.8pp | 172.34%-165.8pp |
| Employer contribution / active EE | $1,204 | $3,533-65.9% | $3,020-60.1% | $4,379-72.5% |
| Participant deferral / active EE | $1,685 | $5,793-70.9% | $5,135-67.2% | $6,730-75.0% |
| Admin fee / account holder | $10,050 | $15,393-34.7% | $12,742-21.1% | $14,365-30.0% |