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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 | $16,299 | $50,554-67.8% | $67,681-75.9% | $87,485-81.4% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 7.71% | 17.81%-10.1pp | 590.58%-582.9pp | 26.06%-18.3pp |
| Employer contribution / active EE | $1,887 | $1,988-5.1% | $2,678-29.6% | $2,596-27.3% |
| Participant deferral / active EE | $632 | $2,961-78.7% | $3,976-84.1% | $4,274-85.2% |
| Admin fee / account holder | $443 | $4,132-89.3% | $6,100-92.7% | $7,775-94.3% |