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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 | $24,586 | $78,672-68.7% | $109,163-77.5% | $85,856-71.4% |
| Participation rate | 85.7% | 68.3%+17.4pp | 75.9%+9.8pp | 69.3%+16.4pp |
| Annual return | 9.72% | 25.09%-15.4pp | 25.75%-16.0pp | 318.58%-308.9pp |
| Employer contribution / active EE | $10,252 | $2,734+275.0% | $3,723+175.4% | $2,565+299.7% |
| Participant deferral / active EE | $436 | $3,467-87.4% | $4,654-90.6% | $3,952-89.0% |
| Admin fee / account holder | $325 | $5,470-94.1% | $6,754-95.2% | $6,261-94.8% |