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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 | $9,956 | $59,440-83.2% | $78,004-87.2% | $82,637-88.0% |
| Participation rate | 100.0% | 62.8%+37.2pp | 69.4%+30.6pp | 68.1%+31.9pp |
| Annual return | 10.91% | 40.24%-29.3pp | 31.07%-20.2pp | 53.51%-42.6pp |
| Employer contribution / active EE | $1,450 | $1,750-17.2% | $2,469-41.3% | $2,552-43.2% |
| Participant deferral / active EE | $757 | $3,138-75.9% | $4,092-81.5% | $4,126-81.7% |
| Admin fee / account holder | $2,965 | $5,504-46.1% | $7,578-60.9% | $7,339-59.6% |