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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 | $26,063 | $65,364-60.1% | $92,909-71.9% | $72,975-64.3% |
| Participation rate | 81.8% | 68.3%+13.5pp | 76.0%+5.8pp | 69.5%+12.3pp |
| Annual return | 12.19% | 42.11%-29.9pp | 109.44%-97.2pp | 81.01%-68.8pp |
| Employer contribution / active EE | $22,808 | $2,594+779.2% | $3,653+524.3% | $2,440+834.7% |
| Participant deferral / active EE | $1,264 | $3,128-59.6% | $4,238-70.2% | $3,608-65.0% |
| Admin fee / account holder | $8,351 | $4,251+96.4% | $5,795+44.1% | $5,124+63.0% |