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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 | $23,977 | $78,690-69.5% | $161,489-85.2% | $87,485-72.6% |
| Participation rate | 96.2% | 67.5%+28.8pp | 78.7%+17.5pp | 68.9%+27.3pp |
| Annual return | 11.68% | 32.74%-21.1pp | 89.72%-78.0pp | 26.06%-14.4pp |
| Employer contribution / active EE | $2,358 | $2,588-8.9% | $4,268-44.7% | $2,596-9.2% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $947 | $6,724-85.9% | $16,006-94.1% | $7,775-87.8% |