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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 | $25,219 | $73,988-65.9% | $96,538-73.9% | $75,177-66.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 10.75% | 26.73%-16.0pp | 35.74%-25.0pp | 160.75%-150.0pp |
| Employer contribution / active EE | $4,928 | $2,930+68.2% | $3,740+31.8% | $2,671+84.5% |
| Participant deferral / active EE | $900 | $3,660-75.4% | $4,880-81.6% | $4,126-78.2% |
| Admin fee / account holder | $3,228 | $5,220-38.2% | $6,737-52.1% | $5,651-42.9% |