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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 | $58,627-83.0% | $76,735-87.0% | $82,448-87.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 10.91% | 39.10%-28.2pp | 29.77%-18.9pp | 41.64%-30.7pp |
| Employer contribution / active EE | $1,450 | $1,729-16.2% | $2,454-40.9% | $2,551-43.2% |
| Participant deferral / active EE | $757 | $3,134-75.9% | $4,088-81.5% | $4,139-81.7% |
| Admin fee / account holder | $2,965 | $5,323-44.3% | $7,189-58.8% | $7,234-59.0% |