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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 | $15,919 | $46,732-65.9% | $156,551-89.8% | $55,167-71.1% |
| Participation rate | 76.2% | 65.8%+10.4pp | 84.0%-7.8pp | 69.0%+7.2pp |
| Annual return | 4.09% | 17.72%-13.6pp | 32.23%-28.1pp | 169.23%-165.1pp |
| Employer contribution / active EE | $1,733 | $2,105-17.7% | $5,501-68.5% | $1,963-11.7% |
| Participant deferral / active EE | $589 | $2,204-73.3% | $4,871-87.9% | $3,054-80.7% |
| Admin fee / account holder | $406 | $418-3.1% | $13,028-96.9% | $504-19.5% |