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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 | $21,628 | $53,128-59.3% | $86,582-75.0% | $70,126-69.2% |
| Participation rate | 84.4% | 65.3%+19.1pp | 73.5%+10.8pp | 69.5%+14.8pp |
| Annual return | 11.90% | 27.66%-15.8pp | 965.08%-953.2pp | 73.15%-61.2pp |
| Employer contribution / active EE | $1,026 | $2,068-50.4% | $2,839-63.9% | $2,343-56.2% |
| Participant deferral / active EE | $717 | $2,695-73.4% | $3,609-80.1% | $3,332-78.5% |
| Admin fee / account holder | $716 | $3,584-80.0% | $4,904-85.4% | $4,645-84.6% |