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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 | $14,726 | $77,814-81.1% | $158,223-90.7% | $86,983-83.1% |
| Participation rate | 75.0% | 68.4%+6.6pp | 79.2%-4.2pp | 69.5%+5.5pp |
| Annual return | 3.89% | 30.54%-26.7pp | 52.09%-48.2pp | 25.83%-21.9pp |
| Employer contribution / active EE | $1,980 | $2,592-23.6% | $4,109-51.8% | $2,584-23.4% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $5,467-100.0% | $4,194-100.0% |
| Admin fee / account holder | $868 | $5,879-85.2% | $16,047-94.6% | $7,856-88.9% |