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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 | $27,169 | $114,013-76.2% | $103,693-73.8% | $155,188-82.5% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.1pp | 80.8%+4.9pp |
| Annual return | 4.91% | 49.31%-44.4pp | 47.61%-42.7pp | 148.84%-143.9pp |
| Employer contribution / active EE | $1,576 | $3,131-49.7% | $2,920-46.0% | $4,248-62.9% |
| Participant deferral / active EE | $989 | $4,970-80.1% | $4,579-78.4% | $6,531-84.9% |
| Admin fee / account holder | $367 | $8,407-95.6% | $7,858-95.3% | $14,480-97.5% |