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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 | $14,899 | $48,337-69.2% | $67,560-77.9% | $80,959-81.6% |
| Participation rate | 76.9% | 66.4%+10.5pp | 72.9%+4.0pp | 67.7%+9.3pp |
| Annual return | 11.07% | 18.26%-7.2pp | 3533.50%-3522.4pp | 35.67%-24.6pp |
| Employer contribution / active EE | $670 | $2,023-66.9% | $2,737-75.5% | $2,757-75.7% |
| Participant deferral / active EE | $599 | $2,928-79.5% | $4,004-85.0% | $4,300-86.1% |
| Admin fee / account holder | $769 | $3,695-79.2% | $3,994-80.7% | $6,925-88.9% |