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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 | $28,214 | $76,407-63.1% | $150,298-81.2% | $82,448-65.8% |
| Participation rate | 83.3% | 66.4%+16.9pp | 77.8%+5.6pp | 68.1%+15.3pp |
| Annual return | 10.94% | 39.99%-29.1pp | 62.79%-51.8pp | 41.64%-30.7pp |
| Employer contribution / active EE | $1,989 | $2,614-23.9% | $4,154-52.1% | $2,551-22.0% |
| Participant deferral / active EE | $590 | $3,214-81.6% | $5,453-89.2% | $4,139-85.7% |
| Admin fee / account holder | $2,190 | $6,352-65.5% | $14,116-84.5% | $7,234-69.7% |