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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 | $14,215 | $81,331-82.5% | $155,534-90.9% | $80,935-82.4% |
| Participation rate | 81.6% | 66.3%+15.4pp | 78.2%+3.4pp | 67.7%+14.0pp |
| Annual return | 9.59% | 33.37%-23.8pp | 64.92%-55.3pp | 35.66%-26.1pp |
| Employer contribution / active EE | $1,718 | $3,105-44.7% | $4,675-63.3% | $2,757-37.7% |
| Participant deferral / active EE | $733 | $3,454-78.8% | $5,630-87.0% | $4,299-83.0% |
| Admin fee / account holder | $2,028 | $7,999-74.6% | $15,900-87.2% | $6,924-70.7% |