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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 | $20,778 | $73,978-71.9% | $96,515-78.5% | $75,173-72.4% |
| Participation rate | 98.3% | 66.4%+31.9pp | 74.3%+24.0pp | 67.2%+31.1pp |
| Annual return | 12.58% | 26.72%-14.1pp | 35.73%-23.1pp | 160.72%-148.1pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $914 | $3,660-75.0% | $4,880-81.3% | $4,126-77.8% |
| Admin fee / account holder | $1,756 | $5,219-66.3% | $6,735-73.9% | $5,651-68.9% |