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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 | $3,541 | $51,638-93.1% | $68,368-94.8% | $82,448-95.7% |
| Participation rate | 89.2% | 63.6%+25.6pp | 73.8%+15.4pp | 68.1%+21.1pp |
| Annual return | 7.65% | 37.53%-29.9pp | 292.57%-284.9pp | 41.64%-34.0pp |
| Employer contribution / active EE | $253 | $2,047-87.6% | $2,649-90.4% | $2,551-90.1% |
| Participant deferral / active EE | $368 | $2,914-87.4% | $4,123-91.1% | $4,139-91.1% |
| Admin fee / account holder | $353 | $4,643-92.4% | $5,150-93.1% | $7,234-95.1% |