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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 | $25,616 | $81,476-68.6% | $102,383-75.0% | $80,925-68.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 9.45% | 25.59%-16.1pp | 24.94%-15.5pp | 35.65%-26.2pp |
| Employer contribution / active EE | $2,184 | $3,105-29.7% | $3,870-43.6% | $2,756-20.8% |
| Participant deferral / active EE | $1,194 | $3,871-69.2% | $5,060-76.4% | $4,299-72.2% |
| Admin fee / account holder | $704 | $6,717-89.5% | $8,391-91.6% | $6,940-89.9% |