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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 | $21,051 | $84,236-75.0% | $170,435-87.6% | $70,126-70.0% |
| Participation rate | 88.2% | 70.8%+17.4pp | 83.6%+4.6pp | 69.5%+18.7pp |
| Annual return | 11.83% | 23.06%-11.2pp | 205.94%-194.1pp | 73.15%-61.3pp |
| Employer contribution / active EE | $2,491 | $3,387-26.5% | $5,432-54.1% | $2,343+6.3% |
| Participant deferral / active EE | $224 | $3,086-92.7% | $4,939-95.5% | $3,332-93.3% |
| Admin fee / account holder | $1,867 | $5,698-67.2% | $13,881-86.6% | $4,645-59.8% |