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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 | $14,630 | $91,198-84.0% | $178,503-91.8% | $79,856-81.7% |
| Participation rate | 90.5% | 69.2%+21.3pp | 81.9%+8.5pp | 69.6%+20.8pp |
| Annual return | 9.35% | 24.20%-14.8pp | 151.12%-141.8pp | 31.71%-22.4pp |
| Employer contribution / active EE | $1,272 | $3,257-61.0% | $5,011-74.6% | $2,471-48.5% |
| Participant deferral / active EE | $821 | $3,237-74.6% | $5,202-84.2% | $3,741-78.1% |
| Admin fee / account holder | $1,208 | $6,748-82.1% | $13,987-91.4% | $5,306-77.2% |