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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 | $14,356 | $77,814-81.6% | $158,223-90.9% | $86,983-83.5% |
| Participation rate | 92.9% | 68.4%+24.4pp | 79.2%+13.7pp | 69.5%+23.3pp |
| Annual return | 8.91% | 30.54%-21.6pp | 52.09%-43.2pp | 25.83%-16.9pp |
| Employer contribution / active EE | $1,102 | $2,592-57.5% | $4,109-73.2% | $2,584-57.4% |
| Participant deferral / active EE | $907 | $3,270-72.3% | $5,467-83.4% | $4,194-78.4% |
| Admin fee / account holder | $10,036 | $5,879+70.7% | $16,047-37.5% | $7,856+27.8% |