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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 | $17,143 | $45,050-61.9% | $63,018-72.8% | $70,126-75.6% |
| Participation rate | 86.2% | 69.5%+16.6pp | 74.8%+11.4pp | 69.5%+16.6pp |
| Annual return | 10.90% | 18.76%-7.9pp | 87.62%-76.7pp | 73.15%-62.2pp |
| Employer contribution / active EE | $521 | $2,052-74.6% | $2,761-81.1% | $2,343-77.7% |
| Participant deferral / active EE | $595 | $2,466-75.9% | $3,330-82.1% | $3,332-82.1% |
| Admin fee / account holder | $1,140 | $2,834-59.8% | $3,601-68.3% | $4,645-75.5% |