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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 | $21,682 | $77,901-72.2% | $149,717-85.5% | $75,181-71.2% |
| Participation rate | 98.0% | 65.6%+32.5pp | 78.8%+19.3pp | 67.2%+30.8pp |
| Annual return | 3.08% | 31.73%-28.7pp | 134.41%-131.3pp | 160.69%-157.6pp |
| Employer contribution / active EE | $462 | $3,137-85.3% | $4,820-90.4% | $2,671-82.7% |
| Participant deferral / active EE | $769 | $3,411-77.4% | $5,682-86.5% | $4,126-81.4% |
| Admin fee / account holder | $1,982 | $5,949-66.7% | $13,213-85.0% | $5,650-64.9% |