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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 | $78,690-64.1% | $161,489-82.5% | $87,485-67.7% |
| Participation rate | 83.3% | 67.5%+15.9pp | 78.7%+4.6pp | 68.9%+14.4pp |
| Annual return | 10.94% | 32.74%-21.8pp | 89.72%-78.8pp | 26.06%-15.1pp |
| Employer contribution / active EE | $1,989 | $2,588-23.2% | $4,268-53.4% | $2,596-23.4% |
| Participant deferral / active EE | $590 | $3,311-82.2% | $5,630-89.5% | $4,274-86.2% |
| Admin fee / account holder | $2,190 | $6,724-67.4% | $16,006-86.3% | $7,775-71.8% |